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FREE Stuff for Professionals

Applying the CLIENT EXPERIENCE 2.0 Methodology

CLIENT EXPERIENCE 2.0 In Action Resources

Below you will find a list of materials we offer for FREE. They are offered in the spirit of helping you to innovate The CLIENT-SUPPLIER RELATIONSHIP by showing you how to leverage the CLIENT EXPERIENCE 2.0 of your target market. When you do, you will build joy and profit in your business. Simply click the download button, provide us with your deets and it’s yours!

Worksheet: Client Conversation Debrief

This FREE Worksheet offers a proven format to capture information you hear when listening actively during your conversations (what you hear is CLIENT EXPERIENCE 2.0 data). And, when you review the blank template in advance of a conversation, it will actually help you structure your conversation so you don’t miss a thing.  Included is a BONUS Worksheet about how to leverage the powerful CLIENT EXPERIENCE 2.0 data that resides in the questions asked of you by members of your target market. Click here for more info and to download.

Six Principles of Building Profile with a CLIENT EXPERIENCE 2.0 Lens

Profile building technically is all about you. But, when you build your profile within The CLIENT EXPERIENCE 2.0 framework, your profile building efforts can actually be of benefit to your target market. This Tip Sheet tells you how you can to that. Click here for more info and to download.

Checklist: Best Practices for Building Profile with Professional Associations

Simply being a member of a professional or industry association is not enough. And, “drive by” appearances now and then are not an effective way to build your profile. You must be present and engaged – regularly – to successfully leverage a Professional Association as a ‘gathering place’ for relationship building and business development purposes. This Checklist offers a road map. Click here for more info and to download.

Understanding the CLIENT EXPERIENCE 2.0 of a Business Buyer

Just when you thought finding The CLIENT EXPERIENCE 2.0 of a client was complex enough … The CLIENT EXPERIENCE 2.0 of a Business Buyer (someone who makes purchasing decisions on behalf of their business, company or organization) is a complicated and invisible mix of role-related and personal agendas. Good news or bad news? It depends on your vantage point. This is nothing but good news when you understand The CLIENT EXPERIENCE 2.0 of a Business Buyer.  Click here for more info and to download.  

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Below you will find a selection of articles and papers that have been contributed to various trade publications and associations serving the legal and professional services industries. Each is designed to insight a conversation about what’s possible with that topic.  We trust you will find them useful for that purpose.



Procrastination: A CLIENT EXPERIENCE 2.0 Method to the Madness

If you’ve been away from a business-building strategy for some time, or haven’t yet gotten started – and – it’s been on your to-do list for too long … this Blog post is for you! I resurrected it from my archives, dusted it off and added The CLIENT EXPERIENCE lens to it – all in the name of helping my colleagues to stop beating themselves up for not Blogging more regularly (you know who you are!). I hope you, and everyone else who reads this, finds it of value.

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We teach SUPPLIERS how to build their businesses by understanding and leveraging The CLIENT EXPERIENCE 2.0.