Understanding Client Goals and Roadblocks

Learning what matters to clients requires engaging them in a deeper conversation beyond surface-level responses. Start by asking about their most important goals, and encourage them to elaborate. Clients often give generic answers akin to casual encounters, but by creating a space for more in-depth dialogue, they will reveal more significant insights. During this exploration, you'll uncover not only their goals but also the roadblocks that hinder their progress and the resources they possess. This three-dimensional view consists of their stated objectives, identifiable obstacles, and potential aids, which often emerge together in the conversation. For instance, a client might share their intention to launch an online course but express uncertainty due to low sales, despite having a substantial email list. Delving deeper might unveil their real goal—financial freedom for a spouse—and highlight overlooked resources tied to their networks or backgrounds. This nuanced understanding equips you to offer tailored solutions based on a comprehensive view of their situation.