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How To Impress Clients with a Killer Onboarding Package (with Matt Forget of 5 Architecture)
Manage episode 446469350 series 3580631
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#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.
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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.
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