Consultation Training - (How To Conduct A Consultation)
DPA Business Coaching Call with TobeyRenee - July 12
VIEW RECORDING - 58 mins (No highlights)
Recap of consultation training @ 0:00
Tobey reviewed the key topics covered in the consultation training, including preparing for the meeting, what to discuss, and whether to charge for the consultation. She emphasized the importance of connecting with the client, understanding their needs, and setting realistic expectations.
Handling client communication @ 34:46
Ashley discussed challenges with a client who claimed not to receive an estimate, and Tobey provided advice on how to handle such situations, such as letting the client know you can see when they've opened the estimate.
Adapting to client preferences @ 40:29
Ashley shared experiences with clients who had specific preferences or requests that didn't align with her typical style, and Tobey suggested ways to accommodate those preferences while still staying true to her brand.
Generating additional revenue streams @ 47:14
Tobey encouraged the group to explore creating holiday-themed projects and other small, easily-produced items that can help generate additional income and exposure for their businesses.
Recap and next steps @ 57:31
Tobey summarized key action items, including posting wins in the Slack channel, ordering supplies, and joining the Thread group. She also reminded the group to continue learning and practicing their skills.