Client reviews

Hey Mandy,

A solid process is the key to client reviews. Reviews are a prime opportunity to demonstrate your value, deepen engagement, and plant seeds for growth. With some forethought and preparation, you can maximize their impact for your clients and your business.

Some tips that work for businesses: 

• Get review meetings booked well in advance - I recommend at least 3 months ahead. Send calendar invites to the client immediately to secure the date.
• Develop a discussion agenda to guide the meeting and ensure all critical topics get covered. Include a portfolio update, performance review, financial analysis, and strategy for the year ahead. Even prepare the advice beforehand. 
• Gather all reports, statements, analyses ahead of the review so they are ready to share. Visuals like performance charts and infographics help convey insights effectively.
• Don't t just present, have a dialogue. Ask probing questions to understand evolving needs and goals. Uncover issues keeping the client up at night to spot new opportunities.

Focus on your process and client experience first, and have that drive your tech. Even the fanciest tech is only as good as the process behind it.