Episode 130: Improving the client’s experience: kickoff phase [part 3 of 6]

January 10, 2019

This is part three in a six-part podcast miniseries on how to improve the client experience.

In this episode, I share tips on how to provide a great client experience during the onboarding / kickoff phase.

Episodes 129-133 cover the five phases of a project lifecycle:

  1. The proposal phase
  2. Onboarding / kickoff phase
  3. Project execution
  4. Wrap-up
  5. Post-project

I learned this five-part framework from David A. Fields, and encourage everyone to visit his website:

https://www.davidafields.com/

If you subscribe to the weekly Unleashed email, you’ll receive a summary checklist that includes the points from the whole miniseries