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How to Improve Your Client Experience: A Breakdown of My Audit Process [Client Experience Series Pt 1]
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If this is the year you're looking to improve your client experience, you've come to the right place! Auditing your systems and workflows is key to not only improving your experience, but optimizing and refreshing it year after year. To kick off our new client experience series on the podcast, I'm sharing a breakdown of my own audit process and what I'm looking for in your systems!
Find it Quickly:
00:29 - Starting the Client Experience Audit
1:19 - Winter is Coming Series Recap
5:17 - Identifying Red Flags in Client Experience
6:21 - Steps in a Client Experience Audit
12:27 - Self-Audit Tools and Next Steps
Mentioned in this Episode
Winter is Coming Series:
Take the Self-Audit Quiz
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