Success and Succession: Unlocking Value, Power, and Potential in the Professional Services and Advisory Space

Supplemental Material

Client Touchpoint Exercise

Goal: To determine the current and future responsibilities for key client interactions.

The In-Office Meeting	Who	When	Comments
Greet when they arrive
Take order for drinks
Take coats
Outside-the-Office Meeting
Scheduling a meeting
Information requests—need information from client
Holding client accountable for their tasks
Updating client on tasks completed for them
Consistent Communication
Market commentaries
Company newsletters
Holiday cards
Social Meetings
Scheduling a social event
Attending the social event

Client Touchpoint Exercise

To determine the current and future responsibilities for key client interactions.

The In-Office Meeting	Who	When	Comments
	...