Join our FREE practice success portal and accelerate your practice growth

Audere Coaching & Consulting logo
Search
Close this search box.

Early last year I wrote a blog sharing my experiences of running a live event at Bridgeclimb in Sydney and what it taught me about the power of client experience.

You can read the full blog [here], but the key point to share is about the two forces at work that make Bridgeclimb work, and how they relate to the way your market, engage new clients and manage existing ones.
BridgeClimb works because of two things.
  • The promise to take you to the summit.
  • The experience on the way up and back.
To me, this explains perfectly what client experience will do (and what it won’t), where it should be put to work (and where it shouldn’t).
The promise to take you to the summit is the value proposition.
Without it, the number of people paying $300+ to go halfway up a bridge is slashed. Your value proposition is to help clients reach their financial “summit”.
What happens between the day they start working with you and the day they get there will define how they feel about the journey, how they work with you, and what they tell others.
It’s the glue that keeps them engaged.
However, I feel it’s important not to confuse the two.
  • The summit attracts.
  • The experience retains.
I recently sat down with a business to work on their first appointment process.  It was good, better than 90% of firms out there, but there was one inescapable fact I couldn’t ignore.
It was a two and half hour meeting without a decision at the end.
It created a great experience but didn’t move clients to decide to buy a ticket to go to the summit.
It’s inevitable that with so many apps and innovations being released every month, we’ll want to try adding things here and there.
I’ve always bought into the Japanese sensibility around continuous improvement…
“Perfection is when you can no longer take anything else away”
If your first appointment is about anything other than helping clients understand what they want to achieve intangible and emotional terms, where they are in relation to them, and the things they need to do (with your help) to bridge the gap…
…it’s time to trim and get back on purpose.

Keen for more tools, templates & insights?

Join our free best practice portal

Working with a coach shouldn’t be a guessing game.

That’s why we want to invite you to sample for yourself the unique body of training, tools, templates and resources we created specifically to help practices grow, expand and evolve.

Check out what you'll get access to
A man in a collared shirt is seen with words "Tools & Templates," "Special Access," "Training," and "Masterclass" surrounding him against a blue background.
Free portal

Access a free comprehensive portal with tools and guides designed to increase revenue by 20% and more.

Ready to talk 1-to-1? Let's chat.

Related articles

Master The Initial Meeting And Sell Advice Better

Read more »

Enhancing Your New Client Engagement Process

Read more »

How to Drastically Improve Your New Client Meeting Outcomes

Read more »

How New Clients Could Be Holding Back Your Business

Read more »

How to get a new client “Yes!” on the day

Read more »

Engaging new clients like a doctor

Read more »

Why prepping before new client meetings may be holding you back

Read more »

Closing Slow

Read more »

Why Wait?

Read more »

Before we meet…

Read more »

How to trim your first appointment

Read more »

Put your Deck Away

Read more »

And then Matt asked me what the “throw” was…

Read more »

Nailing Goal Conversations

Read more »

How pre-meeting questionnaires may be costing you clients

Read more »

Contact us

Let’s talk about how we can potentially help you and your practice to grow and evolve. We believe great advice is becoming more valuable than ever.

Be First To Know

Register your interest to become a participating practice owner or, as a BDM or PDM become an accountability coach

Register for free

There are a lot of insights waiting in since our goal is to provide value first.

Join List

Join our list and get the latest best practice insights in your inbox every fortnight