How to Sell Advice 138. My marketing Methodology for advisory client engagements
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When you approach your client work, do you follow a Methodology or standard process? Or do you make it up as you go along?
I have a Methodology, and it makes every engagement streamlined and less stressful.
It's like a checklist. Something to capture and document your ideas. But also to use as a reference in your client engagements to ensure nothing gets missed. This creates predictable outcomes when applied consistently.
I call this the Methodology. Your prospects may not care much that you have a Methodology, only that you can get results.
But once they become your clients, they do start to care if it feels like you're winging it every day or there's no method to your madness (results) to speak of.
They also notice and appreciate it when you do show them how it works. When you create a Trello or Asana board just for them with the entire picture mapped out. It gives them a lot of confidence to see they're part of your tried-and-true process.
In this episode, I talk about my own Methodology and the general approach I use in my marketing advisory practice.
I store it in Trello, and every new idea or learning I get goes into the core template that becomes the basis for every new (and current) engagement I run.
If this topic is interesting, let me know. I'll give you a bigger peek behind the curtain at how it looks.