The Customer Experience Playbook: Expectations, Agreements & Check-Ins
Manage episode 515887134 series 3565280
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
Madeline IG: @themadelinericci
45 episodes