Is your firm’s client experience building trust?

Is your firm’s client experience building trust?

What is the emotion you want your clients to feel when they think about working with you? This is the question I asked several clients recently. It’s one of those questions I thought I knew the answer to but also realized I would be looking at the answer through my...
Activate promoters to increase production

Activate promoters to increase production

“Our Tier 3 and Tier 4 Services are by far our most profitable efforts. However Only 20% of our existing clients use us for those services.”                                                       – Operations Manager (300-person accounting firm) Does this sound...
Results or Experience? Which one builds brand loyalty?

Results or Experience? Which one builds brand loyalty?

People don’t want to buy a quarter-inch drill, they want a quarter-inch hole. – Theodore Levitt A client shared their challenge with identifying clients that would be willing to take advantage of a new technology they had adopted. This technology would allow the...
Has your firm’s growth resulted in increased challenges?

Has your firm’s growth resulted in increased challenges?

  “The growth of our firm has created more challenges than it has benefits.” This is a quote from the principal of a 660-person construction firm that has been growing quickly. They went from 300 to 660 employees in just 4 years and have felt the growing pains....
Feedback Quadrant – The missing axis of information

Feedback Quadrant – The missing axis of information

If you manage a professional services firm, or any projects for a firm, you have most likely seen numerous reports, charts, and other data measuring the financial performance of your project, team, client, or firm.  You have surely seen metrics of profitability,...
Don’t let your clients’ experience be like a game of telephone

Don’t let your clients’ experience be like a game of telephone

Do you remember playing the telephone game as a child? One friend would start with a sentence and the sentence would work its way around the circle. By the time it got to you it was a garbled circus of word entertainment. The point of the game was to illustrate how...
Overestimating Client Expectations Costs Money

Overestimating Client Expectations Costs Money

Why don’t clients to tell us exactly what they need? How can we deliver to their expectations without that information? What is all this guess work doing to our bottom line? You may be asking yourself these questions, and if you’re not, you should be. Case Study...
How to get buy-in from your team on a new initiative

How to get buy-in from your team on a new initiative

Anyone who has worked in an office has had the experience of walking into a meeting to discover that management is launching yet another initiative, program, or system to address a need or problem in the organization. Many of us have become accustomed to watching...
The Chick-fil-A® Effect and the Golden Rule

The Chick-fil-A® Effect and the Golden Rule

When one mentions the name Chick-fil-A®, visions of a tasty chicken sandwich usually come to mind. However, when it comes to marketing and business development, Chick-fil-A® instantly becomes synonymous with superior service and giving the customer more than they...
An Adieu Haiku

An Adieu Haiku

You are leaving me? Who will I call at your firm? I’m lost without you You lost your champion at one of your key clients. Maybe they retired, maybe they went and found a new job, either way, it’s not easy. You’ve spent years working with *THAT* person. You know their...