Robert Da Costa 🟣’s Post

Feeling overwhelmed managing your team (as a CEO) or feeling micromanaged (as a service provider)? This week's Streamlined CEO Podcast episode outlines the Weekly Review Method, a system designed to streamline delegation and keep everyone informed. Why you should listen (as a CEO): 🟠Discover a simple method for clear, weekly progress updates from your service provider. 🟠See how to delegate tasks effectively and give your provider the freedom to thrive. 🟠Gain insights from other CEOs who use this method to manage their teams. 🟠Get a FREE Weekly Review Method Template to implement with your service provider right away! Why you should listen (as a service provider): 🟠Learn how to keep your clients informed and accountable without feeling micromanaged. 🟠Discover a system for prioritizing tasks and ensuring client satisfaction. 🟠Get a FREE Weekly Review Method Template to streamline your workflow and impress your clients! Stop micromanaging and empower your team (as a CEO) or take control of your workload and build trust with your clients (as a service provider). Listen to the episode now and grab your free template!

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

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

🎙️ 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

“𝘛𝘩𝘦 𝘣𝘪𝘨𝘨𝘦𝘴𝘵 𝘣𝘢𝘳𝘳𝘪𝘦𝘳 𝘵𝘰 𝘦𝘢𝘳𝘯𝘪𝘯𝘨 $𝟣𝟢𝟢,𝟢𝟢𝟢 𝘱𝘦𝘳 𝘦𝘯𝘨𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘪𝘴 𝘴𝘪𝘮𝘱𝘭𝘺 𝘺𝘰𝘶𝘳 𝘣𝘦𝘭𝘪𝘦𝘧 𝘵𝘩𝘢𝘵 𝘪𝘵'𝘴 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦.” Are there consultants who are really earning $100,000 per engagement? Believe it or not, that is one of the most frequently asked questions that I get from pretty much everyone. And the answer is 100 percent YES. In fact, most of my clients are earning a hundred thousand dollars per engagement. Today I'll share what they're doing, what you're not doing, and what you need to do in order to earn $100K per client engagement. In this episode of Profitable Joyful Consulting, we’ll cover how to showcase the value of the work so the client dives in with both feet, how one of my clients transformed a $22K offer she couldn’t sell into a hugely successful $200K engagement. Plus, I’ll reveal the number one barrier preventing you from landing the perfect client - and it’s not your pitch. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: 💲 Why do people ask that question? 💲 Is it actually possible for you? 💲 How to find those clients 💲 From $100K to $1M 💲 The biggest barrier to $100K Discover more ways to uplevel your business by bringing in $100K engagements on this episode of Profitable Joyful Consulting on YouTube or your favorite podcast app (links in first comment). #ConsultingGoals #100KClub

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

Are you tired of putting in long hours and late nights crafting detailed proposals only to be faced with an echoing silence? Navigating the minefield of client acquisition requires more than just generating lots of leads; it involves strategic insight to identify the most promising prospects and a nuanced approach to avoid being ghosted. This latest episode of The Agency Accelerator podcast dives into mastering client acquisition — the right way Discover the art of fine-tuning your prospect radar, ensuring every ounce of effort is channelled towards engagements primed for success. Learn how to construct proposals that break through the noise, compelling your prospective clients to not just take notice, but to take action. Most importantly, arm yourself with techniques to keep the lines of communication open and flowing, banishing the ghosting that can leave you questioning your approach. Don't let another great proposal vanish into the void. Tune in now: https://buff.ly/4aTLVwx #ClientAcquisition #AgencyGrowth #NoMoreGhosting

🚀 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

Ever wondered how agencies maintain client satisfaction? Dive into this insightful discussion with Ryan Baker as he unveils the key processes crucial for client retention. From navigating client onboarding to fostering seamless communication, discover how structured workflows empower agencies to deliver exceptional service. Gain valuable insights into optimizing operations and building lasting client relationships. Get ready to elevate your agency's success and unlock new levels of growth! 🚀 🚀 Also, Do you need a client onboarding template that Ryan Shared with me during this chat? If yes, comment below and I will send it over to you. 📝 🎙️To watch the full podcast, check us out on: YouTube: https://bit.ly/4cSochy Spotify: https://bit.ly/4apIg9l #AgencySuccess #ClientRetention #WorkflowOptimization #ExceptionalService #Communication #ClientOnboarding #StructuredWorkflows #BusinessGrowth #AgencyLife #ClientRelationships #SuccessTips #DigitalAgency #MarketingStrategy #ServiceExcellence #TeamEfficiency #ClientSatisfaction #AgencyOperations #BusinessDevelopment #Entrepreneurship #MarketingInsights #Leadership #CustomerExperience #ProfessionalDevelopment #Innovation #AgencyGoals #CreativeProcess #BrandBuilding #StrategyDevelopment #Empowerment"

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