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The Mark of Mastery™

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Potential Client Interaction Time

  • Potential Client Interaction Time Module

    Learn why the most important number to track is the amount of time you spend interacting with potential clients, and begin tracking your PCI Time immediately.

    • Introduction Lesson

      Learn why the most important number to track is the amount of time you spend interacting with potential clients.

    • Increasing Your PCI Time Lesson

      In order to increase your PCI Time, you need to "know your why" and face any resistance.

    • The Four Key Metrics Lesson

      Set goals for yourself and back into your numbers so you know how much time you should be spending interacting with potential and existing clients.

    • Accountability Lesson

      Being accountable to somebody else is the best way to make sure you accomplish your goals.

    • Your Action Plan Lesson

      Take what you've learned and start tracking your PCI Metrics immediately.

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  • Client Service Mastery:
    Driving Unsolicited Client Referrals by Consistently Exceeding Client Expectations
    • Preparing to Exceed Client Expectations
      • Vision and Goals: Make This Your Best Year Ever!
      • Annual Recurring Revenue Exercise
      • Potential Client Interaction Time
      • Setting Your Compensation
    • Building a Skilled & Capable Team
      • The Role of the Administrative Manager
      • Hiring an Extraordinary Administrative Manager
      • The Deliverables Team Recruitment Process
      • Evaluating Your Deliverables Team
      • The Ten Client Deliverables, Course 1 of 2
      • The Ten Client Deliverables, Course 2 of 2
    • Delivering an Extraordinary Client Experience
      • The First 104 Days of a New Client Relationship
      • The Hero’s Journey
      • The Extraordinary Client Experience
      • The Annual Referral Rate and Referability Dashboard
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