The tool I give my clients, whether they are posing for headshots or having thier newest product offering photographed, is feedback. I work tethered to a large screen. It shows my customers the result as the picture is being made. Together we review each setup and shoot until satifaction with the image is achieved. Feedback as a session happens assures that my clients love the photographs I make with ad for them.

What tools do you give your clients? 

• Are they specific to one activity?  Yes, tailored for their needs.Could be key person coverage info, or a buy sell agreement in a graphic, or life insurance checklists for families or to cover debts?

• Are downloadable copies available for them to share?   Yes, shareable pdf files.

• Do you plate them in a specific format?  Easy to use and understand

The most important thing I can give my clients is the information they need to make informed decisions.  There is quite a bit of noise and misinformation in the marketplace, and a kitchen or bathroom project has a myriad of decisions that have to be made.  It's important to explain not only the options they have, but also the trade-offs and implications of the choices.  Understanding the materials, space design, and finish options allows them to rely on me to help them make informed choices.

Prior to our Discovery Meeting we send a client a link to "DecisionVault" to gather information about their family, their assets and their goals. In order to do comprehensive estate planning we need information about the family structure, what the prospect owns and how they own it, and their "why" for estate planning. By using Decision Vault all of the information is completely organized on a secure server and we are able to share all of the information we need.

Working papers are an essential ingredient for every workshop and lab.

For Fill the Filing Cabinet the working papers come in a workbook
and there are downloads available in the Knowledge Base,
and I always have a big pile of extras that I point out, so Members can take enough to share as they're having coffee with their Team.

When a person is injured, they have to deal with the at-fault party, usually through the at-fault party's insurance company.  The injured person does not know what they are required to provide or disclose and usually walk into a trap.  They do not know of the pitfalls of corresponding with the other party.  I provide my clients with the ability to avoid those pitfalls by directing all inquiries to me.  I make sure that clients understand that they should not speak with anyone about their case except for me and their medical providers.  The first and strongest tool I give my clients is the empowerment to say, "talk to my attorney."

My clients have access to a client portal on my website during their new website development and for 6months after. This portal keeps everything they will need to access during our project in one place.

It contains links to our shared Google folder so that they have a place to give me their images and other website assets. The portal has access to their content questionnaire and their concept questionnaire so that I can understand more of what they want on their new websites. There is also a link to the development calendar and access to the website contract. And of course there is also a link to the development website so that they can keep an eye on the progress.

I go through an extensive intake process to learn as much as I possibly can about my clients before I write any marketing materials for them. Once I get that information, they'll often have web copy that reflects the value they provide -- and we can use that copy as a basis for additional materials like flyers or postcards they can use to market themselves in additional ways. 

My clients are Business Owners and Corporate Executives who want to leverage the power of Teams to grow their businesses, and are challenged by their automatic need to stay busy and do everything themselves. My Business Consulting and Executive Coaching practice provides my clients with tools to deal with this challenge. These tools are written exercises, integral parts of my approach, designed to help my clients discover and overcome their innate barriers to growing high-performing organizations. As my clients practice using these tools, they:

1. Create an environment of inclusion and innovation.
2. Communicate and lead in ways that leave their teams owning the future, in action, and exited  their role in fulfilling the future.
3. Build an anti-fragile culture where each Team Member is equipped with effective practices to exercise leadership moment-by-moment and neutralize behaviors/habits that hinder performance, while creating new behaviors and habits that maximize performance.

My clients want to grow both personally and professionally. They want to live a fulfilled life while growing their businesses, and they want the same for their employees and team members. They rely on the tools I provide them to make living that kind of life a reality.

What tools do you give your clients? 

• Are they specific to one activity?During the initial meeting we determine next steps. I give my clients a road map to get started- business plan? Budget? Location requirements?

• Are downloadable copies available for them to share? No, every plan is different.  It is written in a follow-up email.

• Do you plate them in a specific format? Yes, we outline each step in order of how they should be accomplished. 

There are various tools I share with my three main types of clients.

On the buyer's side, we have a buyer's guide with a ton of useful information to help navigate the process of buying a home. This, paired with my online property search portal, give buyers what they need to find the home of their dreams. 

On the seller side, I share a very in-depth and comprehensive listing presentation which is a combination of a customized marketing plan and pricing stratetgy. 

For agents on my team, we roll out an elaborate package of marketing materials when they first join the team and we create additional marketing materials as they are doing business to help them stay top-of-mind and in front of their clients online. 

I love giving extra help/tools/items to my clients!

-exercise suggestions with links to custom videos on my website

- suggestions for complimentary care

- encouragement and accountability 

- my downloadable stretching book is also on its way!

As part of my coaching, my clients have access to my online resources.  This includes a 15 Minutes Spending Plan worksheet that they can download into Excel.  This also includes a step-by-step video course on how to fill out the worksheet.

In addition, there are 57 different modules that contain videos, exercises, and guides to help clients hone wealth-building skills, eliminate debt, and build a healthy financial plan.

What tools do you give your clients? 

• Are they specific to one activity?

-       We have developed a proprietary communication system called SmartClose© that keeps our buyers/sellers/agents and lenders apprised of the status of the closing file at 7 touchpoints along the way via real time text and email.

-       We have many short educational videos on our website that explain the real estate closing process from contract to loan and through closing.

-       When discussing clients as home buyers – yes, we have a resource page all about what is needed to apply for a property tax homestead exemption with links and websites for the County tax assessor’s offices through which they need to apply.

-       If buyers and sellers close prior to the annual property tax bills are issued so we know that the buyers will need to pay it after closing (or get their lender to pay it), we have the parties sign a “Tax Assignment”

• Are downloadable copies available for them to share?

-       Yes, the buyer’s deed is emailed to them with a copy of the homestead exemption information form.

• Do you plate them in a specific format?

-       Yes, our communications via text and email are in an easily readable and understandable format through SmartClose.

In banking, client tools are the systems. At SouthState we have highly competitive online systems that provide clients with a secure platform to access their accounts and transact business. Our systems partner with accounting software, allow owners to grant access to non-signers, and provides access to services that clients need to do business. These services include ACH, wire transfer, fraud protection, and customizable features our clients need. 

We provide our clients hands on training of the systems but also provide a reference guide in the event they may need it. 

Prior to plating, we take their order. We review the prior bank statements to determine what services are already in place at their financial institution and discuss this with the client. Once we confirm the order of services, we plate it by having them sign documents, giving them access, training them on the system (if necessary), and then walking them through their learning curve. Not every client has a customizable platform need but as they grow, they may; and as their banker, I am here to help plate their order when they need me. 

The tools I give my clients is education and information! This may include a summary of any questions they had over the phone summarized in writing or a brochure for an online defensive driving course. And, of course, a thorough onboarding email clearly formatted with images and hyperlinks on the best ways to reach me and my service team. For events, vendors, and business partners I have flyers all available in both high quality print and .pdf format as well!

When a client is trying to grow a beard, I tell them that they should use.a good beard oil in conjunction with a natural boar's hair bristle brush. After applying the oil, they massage it in throughout the day with the brush.

Natural braids hair bristle brushes are recommended, because the composition of a boar's hair is the closest to human hair and spreads the oil evenly through the hairs while.massqging it into the skin and stimulating the follicles....

However, natural boar"s hair bristle brushes can be difficult to obtain in stores, and who knows what we get when .we order online?

I typically have a stash of natural boar's bristle brushes at my station in the Barbershop and when one of my.clienrs is trying to grow in a beard, I like to give them one so that I know they have the right brush to help grown their beard in.

I subscribe to a variety of resources so that my clients can benefit from the tools and so that I don’t have to reinvent the wheel each time a specific need arises. Because of this, I’m able to give my clients LOTS of tools. I use a platform that provides a client portal login, and I upload articles, worksheets, journaling prompts, and other tools for my clients to the portal. Then, I serve them up to my clients individually, so that each person has a customized assortment based on their specific needs. Most of the tools are fillable or downloadable and printable PDFs, and they are welcome to share them as much as they like. I’m always on the lookout for things I can provide that make my clients’ experiences even more effective.

One of the tools I give my clients is emergency service. A handyman can be booked out for several weeks in advance, but emergency situations arise pretty frequently in this field of work. I intentionally keep Friday unscheduled every week so that I can handle situations that need immediate attention. I will either schedule that pressing work for Friday, or reschedule a client that was booked on another day that week to Friday if I have a situation come up that must be dealt with immediately. 

The tool I give my clients are :

Quality Service:

• The most effective way to generate referrals is to consistently provide excellent service. Satisfied customers are more likely to recommend you to others.
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• Follow Up:
  • After a cleaning , follow up with clients to ensure they are satisfied with the work. This also provides an opportunity to ask for referrals if they are happy with your service

• Social Proof:

  • Display testimonials and case studies on your website and marketing materials. Share success stories from happy customers.
  •  
  • Remember that generating referrals takes time and consistent effort. It's essential to provide excellent service, build strong relationships with your customers, and actively seek out opportunities to promote your cleaning business in your local community and online.
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The tools I give my clients vary depending on their specific needs, whether they are first-time homebuyers or vertaran homebuyers or refinancing their home.  It varies alot but what I most give is education and knowledge of what the numbers look like on paper such as their monthly mortgage payment and the cash required to close.  There are many scenarios they should consider such as what down payment amount not only allows them to meet their monthly payment objective and whether it actually makes sense for them to hold onto some of that money and take a higher mortgage insurance premium.  So it is not necessarily a tool that I provide clients, but rather knowledge that allows them to make the best decision for themselves.  Some questions I ask is what is your comfort zone in terms of monthly payment?  How much money do you want to let go of and what is the max you want to put down on your purchase......it is all so variable depending on their personal and professional situations which can be solid or not-so-solid......

I put myself in her/his shoes and give them tricks of the trade on how to play by the rules but not get played by the system.  I treat others the way I would want to be treated if they had the knowledge that I possess.  

This is what builds trust and the relationship that ultimately has built my business.  My clients whether they be applicants or agents all trust my word and my process.  I make myself available after hours and on the weekends and ANSWER MY PHONE.  This is what get's referals coming to me.  

During tax season when we engage with a new tax client, we provide them with a Tax Prep Checklist. It's in pdf format so it's easy for the client to download and share if they choose to.  We offer two tax preparation checklists, one for business owners and another for individual taxpayers.

Our checklist is providing reminders to start gathering documents to prep for tax time and even provides a few examples of the documents you may need. It also provides the client with a list of common tax deductions and credits. Lastly there is a "notable mention" section for individuals who may have special tax circumstances.

Most people dread getting their taxes done and most likely will forget to submit one or two documents when trying to get their tax returns filed quickly or at the last minute. So, the tool is designed to help the client gather their necessary documents and serve as a reminder of some tax deductions and credits they may be eligible to take. 

Our tax prep checklist handout is a great add-on to our tax questionnaire, which asks more in-depth questions to ensure the most tax advantageous outcome. We usually provide the tax prep checklist in an email to potential clients as we get closer to tax season. 

The tools I give my clients are the knowledge to make life changing decisions about their health & wellness, and more importantly, show them how to incorporate them into their daily routine so that they can become lasting changes. They are not specific to one activity as optimizing your diet will not only improve your personal life but also your professional life. My clients have access to a library of downloadable pdfs with easy to read material.