When trying to “wow” top clients and create unique client experiences, remember to start with the client in mind – not the experience.
Autopilot, while efficient for flying a plane, is not effective for COI relationships.
You serve a different BBQ menu to a party of 75 neighbors (burgers and hot dogs) than you do a party of 5 close friends (scallops and steaks); so why shouldn’t you create a service model that relates services given to revenue generated?
What experiences are you delivering to your clients? Specifically, how are you providing not only advice and service but a WOW experience that your clients can and will relay to their friends and colleagues? When clients share a WOW experience, it becomes an advertisement for your practice. How do you create such an experience? Let