And our facilitators have more experience than anyone in the professional advice business.
- Selecting the right candidates
- Crafting the invitation
- Creating an effective agenda
- Venue selection
- Developing Prep Kits
- Effectiveness training
Once we facilitate the meeting, you receive five deliverables:
- A recording of the meeting
- A transcript of the meeting
- A transcript of the notes, post-its, and flipcharts we create
- A review of the discussion with recommendations for implementing the feedback
- A report you can distribute to participants
We have an extensive bank of questions tested with other boards to help you get the most valuable guidance on improving and marketing your client experience.
Topics include:
- The most valuable aspects of your service
- Your differentiators
- Your review meetings
- Your advice process
- Your client communications
- Your client events
- And many more