Client-centered Communication Plans
Communicate so your clients will listen.
Increase client engagement.
Sharpen the focus of your content.
Get more referrals & client data.
We do the research and build the plan so you’re set up for success.
Communicate in a way your clients want – no more wasting time & money on content that gets ignored.
How It Works
Survey Clients Online
Starting from our proven template, we work with you to develop the right survey for your clients, then we send it out via email.
Conduct Phone/In-person Surveys
We will sit down and talk directly with up to eight clients of your choosing to flesh out our understanding of who your clients are and what they really want.
Share Our Findings
After we complete our surveys and conversations with clients, we connect with you to share what we’ve found and get your thoughts.
Create a Client Comms Plan
Finally, we develop a client-centered communications plan based on what your clients want to hear, how they want to hear from you, and more.
FAQs
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Between 40 and 60 days depending on how much customization is required. Surveys (both online and in-person) can be completed in 3-4 weeks, then we compile our findings, meet with your team, and create a communications plan over the next 2-3 weeks.
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Our communication plan includes research-based recommendations on topics, channels, frequency, voice, CTAs, and more.
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After we do the research and build your communication plan, if you decide you would like us to write your content, we can talk about what that could look like. Content creation is a separate engagement from the Client Communication Plan
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We offer gift cards as incentives for clients who complete the survey. Our provider has hundreds of retailers to choose from, and the gift cards can be for whatever amount you choose.
Stop wasting time & money on content your clients ignore.
Ready to get started? Fill out the form below and we will reach out as soon as we are able.