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The Customer Experience Playbook: Expectations, Agreements & Check-Ins

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Manage episode 515887134 series 3565280
Content provided by Trustedpreneurs LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trustedpreneurs LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

If you don’t set clear standards for yourself, how can your business meet the standards your clients expect? In this quick episode, we walk through a simple framework to define your limitations, capture client expectations with a solid intake form, and align values before you start. You'll learn what you need to lock into your agreement, PLUS how to communicate like a pro when plans change. Tune in for a simple, repeatable framework to deliver flawlessly, and earn five-star reviews again and again.

Highlights

00:00 The real cost of fuzzy expectations and “serve everyone” thinking.

02:30 How knowing your limitations protects profit and client trust.

04:15 Exact info to collect to surface goals, scope, and non-negotiables.

08:00 Built-in check-ins you need so clients never have to chase you.

13:00 When clients owe YOU something: Due dates, formats, and reminders that keep timelines intact.

15:30 Scope creep SOS: When to add pricing, training, or hires if requests repeat.

17:00 Tips for the best way to communicate bad news.

18:15 How integrity, process, and referrals compound your reputation.

19:00 5 moves to implement on your next client for smoother delivery.

Resources

Stop guessing if you’re ready to scale - take the assessment!

Schedule Your Free Strategy Call with Trustedpreneurs HERE

Get 5 Key Strategies to Balance High Impact Leadership & Personal Fulfillment HERE

Watch on YouTube HERE

Follow

Trustedpreneurs IG: @trustedpreneurs_llc

David IG: @davidjriccitx

David on LinkedIn

Madeline IG: @themadelinericci

Madeline on LinkedIn

  continue reading

45 episodes

Artwork
iconShare
 
Manage episode 515887134 series 3565280
Content provided by Trustedpreneurs LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trustedpreneurs LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

If you don’t set clear standards for yourself, how can your business meet the standards your clients expect? In this quick episode, we walk through a simple framework to define your limitations, capture client expectations with a solid intake form, and align values before you start. You'll learn what you need to lock into your agreement, PLUS how to communicate like a pro when plans change. Tune in for a simple, repeatable framework to deliver flawlessly, and earn five-star reviews again and again.

Highlights

00:00 The real cost of fuzzy expectations and “serve everyone” thinking.

02:30 How knowing your limitations protects profit and client trust.

04:15 Exact info to collect to surface goals, scope, and non-negotiables.

08:00 Built-in check-ins you need so clients never have to chase you.

13:00 When clients owe YOU something: Due dates, formats, and reminders that keep timelines intact.

15:30 Scope creep SOS: When to add pricing, training, or hires if requests repeat.

17:00 Tips for the best way to communicate bad news.

18:15 How integrity, process, and referrals compound your reputation.

19:00 5 moves to implement on your next client for smoother delivery.

Resources

Stop guessing if you’re ready to scale - take the assessment!

Schedule Your Free Strategy Call with Trustedpreneurs HERE

Get 5 Key Strategies to Balance High Impact Leadership & Personal Fulfillment HERE

Watch on YouTube HERE

Follow

Trustedpreneurs IG: @trustedpreneurs_llc

David IG: @davidjriccitx

David on LinkedIn

Madeline IG: @themadelinericci

Madeline on LinkedIn

  continue reading

45 episodes

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