from the North Point Team
from the Milton Team
The Home Equity Line of credit loan can take about 4 weeks to process. Once we have credit approval and then we move on to the appraisal. Midway through the process I will check in with the client to see if they have any questions and verify the appraiser has visited. I then will check to see if they have decided if they would like the fees to come out of the line or pay them at closing. We also discuss at that time how they can access the funds. This is important to make sure we have the information so that the closing documents will be prepared properly. This also helps to ensure that the clients questions have been answered before closing and there are no surprises when signing the loan documents. I am always happy to hear at closing that I made the process easy and quick.
from the Milton Team
With my business of residential real estate, the mid-point is a quiet time when the lender and closing attorney are doing their things and my clients and I are in a holding pattern. I have several questions for them regarding if they have scheduled their utilities, the movers, and if they have treated themselves with some form of self care. The home buying and selling process will be stressful. At the point where there is a little breathing room in the process, it is a good time to check on details that the clients may not be focusing on and to make sure they are taking care of themselves. They sometimes don't realize how much they are holding on to or worry until the take a moment to relax and treat themselves to a massage or a pedicure or just a meditation break.
from the Milton Team
There is typically no exact "mid-way" point for most of my clients as most of them are working towards lifestyle changes and long term goals. I make a point of asking questions throughout our training together at regular intervals. One of the questions I always ask is how they are feeling about their progress. We look back on their goals and see where they are and how they feel their progress is going. I also ask if they have noticed any other changes outside of their goals. Very often, my clients find they are seeing positive changes in their lives that they were not necessarily expecting or striving towards and, when they recognize that, it is always a great and uplifting feeling for them.
from the Milton Team
from the Milton Team
My clients typically come to me with a particular business need: they might be forming a business, they need a contract reviewed, or they want to pursue a trademark registration. After the initial project is complete, I follow up with the client and ask whether they would like to discuss any other legal needs -- even those that seem to be a ways off in terms of urgency. This opportunity to plan for the future health of their business can provide my clients with a roadmap for where they're headed and what they'll need from a legal perspective in order to get there.
Referral Trigger: What evaluation questions do you ask clients at the mid-way point of your work with them? My mid-way point questions entail evaluating the customer's understanding of the Insurance proposal being presented. Insurance coverages can be somewhat complicated at times; therefore, I evaluate the customer's understanding of what is being presented. This process also serves as a Discovery period.
from the Milton Team
As a roofer at the midway point most questions have already been answered. Typically, at that point the roof has already been torn off and we are beginning the installation of the synthetic felt. At this point, I may ask the customer questions like do they want us to remove the satellite on their roof or I tell them how many sheets of rotted decking they had.
from the Milton Team
As a loan officer the majority of my questions, both to build rapport and get a client an initial approval, are done upfront. I am in constant contact with my clients throughout the process so mid way I ask for anything still needed, see if they have wire instructions for closing, their insurance decided if I don't already have it and most importantly if they have any questions. If they had needed repairs I am also ensuring those are done so I can get a final inspection done. I want them to understand the process they're going through so there are no surprises when they are closing on their purchase or refinance.
After we complete the annual financial statements for a client, it's important to ensure that the statements are presented in a tax-basis. This means we have to make adjustments. One of which is auto expense. If a client uses mileage instead of actual expenses, then I need to know how many business miles that client drove last year. I then take the number of miles and multiply it by the IRS provided mileage rate for that year. Often times, I am surprised that clients do not have the answer to this question. This then leads me to educating them on the IRS requirements on keeping track of business mileage in the event of an audit.
from the Peachtree Team
A midway point for me would be when we are nearing the end of a discovery. My line of questioning can differ based on each case scenario. However, it is generally centered around the verification that not only my recommended solutions resolves their present pain, but creates margins for growth for the foreseeable future based on how the business will grow. This could include me simply repeating the reason for our meeting, restating the value of the package, and acknowledging my understanding of their pain along with their understanding of the solution. The questions could begin with "To be sure I understand.....", or "...in closing, you would like to be able to....". This eliminates misunderstandings and provides a great experience.
In my hypnotherapy practice, most of the heavy lifting in regards to evaluation is done at the beginning of the process. Clients fill out an in depth questionnaire that we subsequently discuss during a 60 minute intake session. This preliminary work allows me to determine the core issues at the root of my clients problem, and the best course of action for the therapy. From there, I can recalibrate the approach as the therapy unfolds. Hypnotherapy is a very effective and brief therapy, that gets to the root of the issues very quickly. Most clients can expect to start experiencing change or relief within the first few sessions.
When onboarding a new client, ideally, I schedule a conversation where I ask open ended questions to gather necessary information/data. I then explain next steps and provide delivery date.
As a real estate photographer, my photoshoots are typically complete within two hours. During that two hour process, I'll ask my client if they have any specific rooms or angles that they'd like me to capture. This question is extremely important because everyone is different, and I like to ensure that I'm able to satisfy the needs of each of my clients.