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.
- Getting Client Feedback is Easier Than You Think. Law Times, June 2010
- Law Firm Innovation. Will you lead or follow? White Paper, March 2010
- The Business Plan. What every lawyer and their firm needs to know about the powerful tool this really is. TLOMA Today, November 2009
- How to get staff professional development spending approved – even in this market cycle. TLOMA Today, May 2009
- Why isn’t my firm using my services the way that it should, and what can I do about it?. PM Forum Magazine, April 2009
- Get the most out of your marketing relationship. Lawyers Weekly, April 2009
- Learning and Development: Looking beyond the classroom. TLOMA Today, March 2009
Succession Planning or Client Transitioning? It depends on your view. What do you think CLIENT EXPERIENCE 2.0 would say?
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.
A business plan. A practice plan. Whatever you want to call it, this topic has been spoken about, lectured on and listened to – well, just about to death. It’s time to wake it from the dead. It can be the single most powerful tool professionals and business owners have to build their businesses and to distinguish themselves in a saturated marketplace.