MARCH 2025: THE CLIENT EXPERIENCE (PART 2)
If you’ve outlined the game strategy (aka your client experience timeline from last month), then you are ready to identify what’s gonna move the ball. In each of these stages of the experience, there are aspects you need in place to keep progressing the ball.
Go back to your timeline/outline of client milestones and identify under each one, what you need to do or have in order to move them forward into the next stage. I’ve shared my examples.
Remember as you do this that everything on your list may not feel like marketing but let me assure you it is. Your list may include sending out follow up materials. So you need to create those, print those and know who’s sending them and when ... and don’t forget to determine how that person will get triggered to send them.
This is a mixed bag of process and marketing but in the end, if it’s enhancing the customer experience, it’s for sure marketing!