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How To Impress Clients with a Killer Onboarding Package (with Matt Forget of 5 Architecture)

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Manage episode 446469350 series 3580631
Content provided by Tyler Suomala. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tyler Suomala or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

#011: Ever wondered how to create a lasting client experience in architecture? Matt Forget, co-owner of 5 Architecture in Florida, joins us to kick off Season 2 by diving into client onboarding experiences and his sales strategies.

We dive into:

→ What are some of the successful pricing strategies in architecture?

→ Why are memorable client onboarding and closing experiences so crucial?

→ What are the steps in Matt's sales and onboarding process?

→ How can you use humor and creative labelling in proposals?

→ What are the proactive measures for a smooth onboarding phase?

→ How do you set clear expectations in client communication?

(00:00) Podcast intro.

(04:17) Prioritize early engagement for a unique experience.

(07:37) The power of vetting, meeting in person and building rapport.

(12:01) How to identify challenges.

(15:36) A word from our sponsor.

(16:35) The ‘Peak-End Rule’ and how end experiences impact client perception.

(22:33) Intentionality and future-focused planning enhance relationships.

(24:24) Prepare clients for 2025 completion and process understanding.

(27:13) Business book resources with executives.

(30:37) Consider swag and design templates for kickoff.

(33:39) Valuable community with useful, implementable resources.

GROWTHITECT RESOURCES

→ Join thousands of architects on the free Growthitect newsletter - https://growthitect.com/join

STAY CONNECTED

→ Follow on LinkedIn

→ Follow on Instagram

→ Subscribe on YouTube

→ Follow on Twitter

SPONSORS

🎁 Exclusive offer for Growthitects: Mention Growthitect when you schedule a free consultation and get 10% off your first year with Gelt! → https://go.joingelt.com/growthitect

A big thank you to Gelt for supporting our entire first season! 🙌 They’ve been a game-changer for managing both my personal and business taxes, making tax strategy, compliance, and filing stress-free. If you're looking to optimize your taxes and simplify your financial life, I highly recommend checking them out.

  continue reading

27 episodes

Artwork
iconShare
 
Manage episode 446469350 series 3580631
Content provided by Tyler Suomala. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tyler Suomala or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

#011: Ever wondered how to create a lasting client experience in architecture? Matt Forget, co-owner of 5 Architecture in Florida, joins us to kick off Season 2 by diving into client onboarding experiences and his sales strategies.

We dive into:

→ What are some of the successful pricing strategies in architecture?

→ Why are memorable client onboarding and closing experiences so crucial?

→ What are the steps in Matt's sales and onboarding process?

→ How can you use humor and creative labelling in proposals?

→ What are the proactive measures for a smooth onboarding phase?

→ How do you set clear expectations in client communication?

(00:00) Podcast intro.

(04:17) Prioritize early engagement for a unique experience.

(07:37) The power of vetting, meeting in person and building rapport.

(12:01) How to identify challenges.

(15:36) A word from our sponsor.

(16:35) The ‘Peak-End Rule’ and how end experiences impact client perception.

(22:33) Intentionality and future-focused planning enhance relationships.

(24:24) Prepare clients for 2025 completion and process understanding.

(27:13) Business book resources with executives.

(30:37) Consider swag and design templates for kickoff.

(33:39) Valuable community with useful, implementable resources.

GROWTHITECT RESOURCES

→ Join thousands of architects on the free Growthitect newsletter - https://growthitect.com/join

STAY CONNECTED

→ Follow on LinkedIn

→ Follow on Instagram

→ Subscribe on YouTube

→ Follow on Twitter

SPONSORS

🎁 Exclusive offer for Growthitects: Mention Growthitect when you schedule a free consultation and get 10% off your first year with Gelt! → https://go.joingelt.com/growthitect

A big thank you to Gelt for supporting our entire first season! 🙌 They’ve been a game-changer for managing both my personal and business taxes, making tax strategy, compliance, and filing stress-free. If you're looking to optimize your taxes and simplify your financial life, I highly recommend checking them out.

  continue reading

27 episodes

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