When I meet with a client... a buyer or seller..I do a buyer/seller consult and take the time to get to know them , their needs and expectations. I then give them a roadmap with the process to buy or sell with timelines. This helps us all stay on course . I make sure to be available and stay with them  every step of the way to closing.

When I am talking to a customer about termite or pest control I always take the time to discuss why to choose EarlyBird over the plethora of termite and pest control companies' offerings.  I have an iPad with nearly all of the competing options in the marketplace and in most cases samples of the contracts/agreements.  The customer could shop straight from my iPad.   :-)

I used a customized client intake form to get at the real issues that hinder a small business' performance. When working with one of your friends or clients, I want to make sure they get a "win" right off the bat and furthermore, I want them to be successful long term. This intake form guarantees we both know what the issues are and allows us to determine together, what their priotities are and what I will address, and in what order. Your friend or client's success is always my priority!

Whenever I am introducing myself to a prospective patient or seeing a new patient, I first spend a large part of the meeting focusing on what they are looking for and what they want in a patient-physician partnership but then I spend the last part of that meeting informing them what I believe that I can do for them and the benefits that I can offer to achieve better health through their association with me.

When I help clients to plan for retirement, I analyze everything under the Sun so that when I make the recommendation to retire I know for absolutely certain that I'm confident they will never run out of money.  

I use an emotional needs worksheet with all my clients that illustrates 9 basic human emotional needs we all have as humans. This worksheet allows them to evaluate, in numerical ranking from 1 to 10, how high their needs were met on a day when they felt great and how low or lacking their needs were on a day when they felt discouraged and down. Totaling the two columns shows the vast difference between an "up" day and a "down" day and reveals the importance of meeting these needs. It further illustrates how much their feelings of happiness and joy rely on meeting these needs. I can then begin showing them ways to better meet the needs that were low on their "down" days with the goal of them learning to do this on their own and feeling happier.

When working with a potential new client, I always make sure they are Educated on exactly what their policy does, what each part is called/what it means/how it protects them.  I am heavy on education.  I make sure they have my personal cell.  I let them know that I can help with cancellation of their prior carrier.  I am always available.

Each client is unique in their goals and objectives which is why my intake is personal, reviewing their needs and clearly explaining the steps to a successful closing as well as the varied loan options available. In review of the overview I explain what I will be doing for them and what my staff will be doing behind the scenes. The goal is for them to have comfort that "we have this" and that I will walk them through step by step, making the purchase a pleasurable experience. In talking about my team, it shows that I am bigger than myself, but untimately I confirm that I am responsible and will deliver.  

When I'm working with a homeowner to get their roof replaced,  I always communicate to them that I will take responsibility for scheduling the proper crew for their job.  I will be on site to oversee their project. I will be their point of contact for all things related to their roofing job. My customers know that they had made the right decision to use our company because I am there to take great care of their property. 

Paul McCalla

Roofing Done Wright 

I utilize my knowledge, 25+ years construction experience and communication skills to listen and interpret my client's ideas.  I collaborate with them to better refine their ideas so that a clear pathway/road map can be developed which clearly demonstrates the sequence and specific attributes associated with transforming their ideas into reality.

One of the things I do with clients is to host a "pre-travel" call where we walk through their agenda, the ship they're traveling on or the resort they're staying in.  By doing this I reduce or eliminate anxiety that comes from anticipation.  This allows my clients time to think through and ask those questions that pop up from the discussion.

#back2sea  

When a client begins with me, I guide them through creating a zero-based budget.  This is a foundational exercise that is critical to their understanding of how money is flowing through their household.  This will also show them where they are losing money that can be used toward financial goals along with giving them an effective tool to take control of their money so it no longer is controlling them.

I teach dogs to be well-behaved family members and transfer that training to their owners. I provide this by using Positive Reinforcement methods. I do this in the privacy of the owners home

I like to share with client's how I can make his/her home care experience unique. I share with a potential client how "I" can personally assess his/her needs to provide the best care in his/her home to help keep him/her safe and independent in the home. 

Eventhough, there are softwares out there for small business owners to prepare there on taxes.  It doesn't eliminate the potential missed deductions.  When I work with you as a Tax Planning specialist, I make sure that I implement strategies to keep the bag.

My clients want to be innovators in their industry, so they are naturally susceptible to changing their strategy. I use a prioritization hierarchy to ensure the tactics and projects they are working on are aligned with their goals. I direct them back to it when evaluating something new, so they can see what starting over before deploying the full strategy will cost them. Then I support their informed decision. I hiked the grand canyon rim-to-rim in a day, I know the power of staying on course.

When a family is looking for a community for a loved one I am the professional you need. I listen to their needs and do the research. I make sure we only look at communities that fit their budget, are licensed and staffed appropriately, have activities that the senior will enjoy and make sure the location fits. By partnering with me, I find the perfect match and take the stress away. I do the work so the family member can continue to thrive in this next chapter. 

Insurance companies utilize insurance adjusters to help facilitate resolution and handling of an accident claim. Typically, the adjusters begin by being prompt and helpful. Shortly thereafter, the adjusters fail to answer their phone or emails or reply to the same. I am diligent when it comes to the adjusters and continue to follow up to the point of annoyance until he/she responds to my correspondence. This is an important practice I utilize in order to ensure swift handle of claims. 

A crucial procedure for my clients' success is the timely provision of accurate financial data. This involves consistently recording financial transactions, reconciling accounts, and generating regular financial reports. By maintaining up-to-date records, my clients can make informed decisions about their business, manage cash flow effectively, and prepare for tax obligations. This proactive approach to bookkeeping is essential for their overall financial health and growth.

When I am onboarding a new client, I take the time to see the pain points causing my client a slow down in business. I have my client fill out a questionnaire that outlines the processes used to make that business run. I then give them a proposal of a step by step plan to organize and streamline standard operating procedures as well as setup a project managment based platform to run business more efficiently.