Spending quality time getting to know your client, their goals and capabilities, and getting them familiar with their team sets you up for a better client-agency relationship. Immersion workshops are the answer. Learn more about how to build a strong foundation with your clients in this week's Whiteboard Friday presented by Heather Physioc.
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Video Transcription
Hey, everybody, and welcome back to Whiteboard Friday. My name is Heather Physioc, and I'm Group Director of Discoverability at VMLY&R. So I learned that when you onboard clients properly, the rest of the relationship goes a lot smoother.
Through some hard knocks and bumps along the way, we've come up with this immersion workshop model that I want to share with you. So I actually conducted a survey of the search industry and found that we tend to onboard clients inconsistently from one to the next if we bother to do a proper onboarding with them at all. So to combat that problem, let's talk through the immersion workshop.
Why do an immersion workshop with a client?
So why bother taking the time to pause, slow down, and do an immersion workshop with a client?
1. Get knowledgeable fast
Well, first, it allows you to get a lot more knowledgeable about your client and their business a lot faster than you would if you were picking it up piecemeal over the first year of your partnership.
2. Opens dialogue
Next it opens a dialogue from day one.
It creates the expectation that you will have a conversation and that the client is expected to participate in that process with