Step 1: Know your clients and anticipate needs

Document everything your client is thinking and/or worried about so you can take care of them before they come up again (or ever come up in the first place).

Create 4 lists:

List of requests clients make before, during and after engagement

List of concerns clients have during engagement

List of signals that indicate other providers are trying to poach your clients

List of which team members take on which types of projects

Make sure you complete this step before moving on.
And if you’d like some help, drop us a line!

Want Proven PowerTools to Get Your Agency
Out of the Weeds & Scale Up, Faster?

Get instant access to tested resources for reliably and rapidly scaling your business —
including proven powertools to vastly improve Sales, Onboarding, Hiring and more…