Karalee Gault’s Post

🚀 Is your agency ready to transition from constant customization to streamlined, scalable services? I had a fantastic conversation with @robertdacosta on The Agency Accelerator Podcast about a common challenge for many agencies: shifting from highly customized services that drain profits and energy to standardized offerings that maintain client satisfaction and creativity. If your agency faces bottlenecks, profitability issues, or tasks slipping through the cracks, this episode is a must-listen. Here’s what you’ll learn: 1. Clarity on Transitioning: Recognize the signs that it’s time to move away from bespoke services and how to start the transition. 2. Standardization Strategies: Discover how to create clear packages and standardized deliverables that align with your ideal clients while retaining flexibility. 3. Profitability Boost: See how productization can enhance profitability through better scope management and pre-qualifying clients. Don’t miss these practical insights and actionable advice – listen to the episode now! 🎧 Listen here: https://pod.fo/e/24e9be

Client Feedback is Gold 🌟 I’ve often wondered what my clients really think. I’ve requested google reviews but never asked the nitty gritty questions. That’s why we’ve rolled out our own survey, thanks to Rachel Harris and the Practice Owners Podcast for the template and inspiration! Confession… we copied the exact questions Rachel uses 😳 I obviously chucked in one about audit for good measure, made it a little different! The responses are rolling in, and we couldn’t be happier with the results 🏆 But why does feedback matter so much? 👉🏻Client Feedback = Insightful Gold Clients tell you exactly what’s working and where to improve. It’s the clearest way to spot opportunities . 👉🏻Net Promoter Score (NPS) = Your Business’s Health Check NPS measures how likely clients are to recommend you. It’s a gauge of satisfaction and loyalty. If you haven’t yet, jump on the feedback train (with a little help from The Practice Owners Podcast), it’s a game changer! #ClientFeedback #NetPromoterScore #FeedbackJourney #PracticeOwnersPodcast

My #1 SEO tip from our podcast guest, Peter Rota: Set realistic client expectations. Why? It’s the key to long-term success. Because everything starts with trust. Client onboarding = Trust Monthly reports = Trust Strategy updates = Trust Communication = Trust Results = Trust When you build trust, you build lasting relationships. It’s exactly how Peter has maintained long-term client success. And how he continues to drive results. P.S. If you haven’t already tune in to our podcast for more insights from Peter Rorta: https://lnkd.in/dQeTyjxh

🎙️ How to Engage Your Clients 150 Times a Year 🚀 Imagine your client service is silent most of the year. Surprising, right? 🤯 In this week’s Future-Ready Advisor podcast, I chatted with John Prendergast, CEO of Blue Leaf, about reimagining client service in wealth management. John flips the traditional model. He shared strategies to keep clients feeling 𝘴𝘦𝘦𝘯, 𝘷𝘢𝘭𝘶𝘦𝘥, and 𝘤𝘰𝘯𝘯𝘦𝘤𝘵𝘦𝘥—𝗲𝘃𝗲𝗿𝘆 𝘀𝗶𝗻𝗴𝗹𝗲 𝘄𝗲𝗲𝗸. Here are three game-changing insights: 1️⃣ 150+ Touchpoints Per Year: Forget quarterly check-ins. John recommends 150+ interactions annually. Automated updates. Personalized videos. Timely content. Clients feel engaged and prioritized. 2️⃣ The "Noisy Service" Concept: Make your silent work visible. Send a 30-second video on a portfolio update. Share a quick email about a rebalancing. Clients feel your proactive care and dedication. 3️⃣ Create Engagement Loops: Think Netflix-level consistency. John emphasizes regular, value-driven outreach. Each touchpoint builds trust and keeps your firm top of mind. John’s biggest takeaway? “Show up—and show up often. Clients won’t remember messages you don’t send.” 💡 Ready to upgrade your client engagement? Check out the full episode - through my website link above or wherever you get your podcast. 💬 How do you keep your clients engaged year-round? Drop your strategies below or DM me. Let's share ideas! #WealthManagement #ClientEngagement #FinancialAdvisors #FutureReadyAdvisor

I had the pleasure of joining Sharon Toerek on The Innovative Agency Podcast to discuss some of the biggest operational challenges agency owners face while striving for growth. We talked about optimizing workflows, selecting the right tools, and how strategic decisions about your services and client relationships can make all the difference. 🎧 Tune in to learn: ✅ How to streamline your agency for efficiency and client satisfaction ✅ The importance of time tracking for pricing and scope management ✅ Strategies for leveling up your service offerings without losing client trust Check out the episode now and let's transform your agency's operations! Listen here: https://lnkd.in/dS_gQQ6T #TheInnovativeAgency #AgencyGrowth #AgencyOperations #AgencyAuthority #PodcastInterview #AgencySuccess

This week on the poddy it's all about how to showcase your value as a professional communicator! I'm sharing why that's so important, as well as five steps to get it done. Also, a sneaky template ... but you have to listen to find out how to get your hands on it! Find Less Chatter, More Matter on your podcast app of choice, or listen via the link in the post below. #podcast #template #CommunicationTips

If some of your client projects start off on the wrong foot, this week's Agency Accelerator Podcast is a must listen. If you're struggling to keep your clients happy and your projects on track, you’re not alone. This is a massive issue within the agency sector, and it all starts with effectively onboarding new clients - a game-changer for long-term success and client satisfaction. In the latest episode of The Agency Accelerator, we dive into practical strategies designed to tackle these issues head-on. We are discussing - Learn how to set clear expectations from day one, ensuring everyone is aligned and aware of timelines and deliverables. - Discover the importance of structured communication, reducing misunderstandings and enhancing trust in your client relationships. - Explore practical tools and techniques that can make your onboarding process seamless, saving you time and reducing stress. 🎧 The link to listen is in the first comment. #ClientOnboarding #AgencyGrowth #BusinessSuccess

As a busy comms professional, it’s easy to skip measurement and reporting, especially when a lot of your work is ad hoc or deadline driven. However, when we fail to demonstrate the impact we have on a business and their objectives, we are quickly and easily putting the value of our role—and the value of our team—at risk. So, how do we fix this? Well, this week's episode of the Less Chatter, More Matter podcast tackles exactly how. It covers why measurement is critical for demonstrating your value and driving continuous improvement, the difference between measuring outputs vs. impacts and we added a 5-step process to help you measure effectively and communicate results to stakeholders in a way they’ll love (think CEO and one pagers!). 🎧 Tune in to learn how to make measurement a strategic advantage—and snag a free reporting template as a thank-you for leaving a podcast review here: https://buff.ly/3ARfRfW 🎧 . . [Video imagery description: Mel in front of her microphone talking to the camera.] . . #HeyMelComms #Communication #DataAnalytics

PLEASE STOP. 🛑 Say it with me: “I don’t need to do it all to have a successful online business.” This is by far, the one thing I hear over and over and over. But hey, I get it. I’m pretty ambitious and I try to do it all too. The thing is, this only leads to burnout and decreased productivity. Instead, automate, delegate and outsource. If you’re not sure where to start, comment or message me: 'BLUEPRINT” to get my free private podcast to learn your next steps. ➡️➡️ And send this to a friend who could use this reminder too. 💕

New Episode! "Adopting a Problem-Solving Mindset to Address Customer Pain Points" In this episode of the Be Fabbo Podcast, host Bobbi Brinkman discusses the importance of cultivating a problem-solving mindset for entrepreneurial success. Using case study examples and insights, the episode highlights the tr...