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Matt - Client Lead - Coggle Diagram

- - - - Allows Andy to focus on other areas
      - Reduces the challenging 'handover' stage, links me to, and builds rapport with, the Client much quicker
      - What is required? Campaign, graphics, writing or management, film, Coaching (behavioural, presentation, interviews etc.)
        
        Where does your biggest pain, fear live and how can we remedy it?
        
        What are you most excited about? Why are you bidding this?
        
        Challenge them to open their minds to the possible not just the standard - what would best engage your END client?
        
        Listening and upselling our other offers including Green Edge and Material Matters
    - - Project Briefing, rate agreement
    - - Relationships, expectations, timelines, next steps and delegation of key tasks
  - - - Be the Client to help make the final decision on Campaign Routes - Must be in line with Client needs - ALWAYS
        
        Are we proud of our work?
      - X - Budget meetings*
      - Revenue Stream - Behavioural Assessments, Presentations, Interview Techniques and Bidding Better - it's all Coaching
        
        (Pre-bid meetings generally with budget holder.) So, during the bid - Face-to-face meetings with management/delivery team to help identify their biggest challenges. 45 minutes, challenges around bidding, people, timescales etc - baked into our cost
      - Engage with and coach our associates to challenge and strive for better
        
        Face-to-face as often as possible, Teams or phone calls if not - challenge if something isn't right, don't accept mediocrity
      - Engage with and coach our Client team much more regularly - fixed catch up meetings mixed with ad hoc check ins and calls
        
        Face-to-face as often as possible, Teams or phone calls if not - what could be(?) and Bidding Braver
    - - Details details details
      - On top of the details for every job, they have the answers - this isn't an easy task especially when we have lots of projects at the same time
      - Opportunity to take up placements within the Client team to help them to be better
        
        This would ideally be paid for by the Client, but there will be occasions where we decide to place them to fix an issue
      - The 'firefight' is something this person will enjoy when it comes - working with me to agree the best course of action, before they implement the plan
      - Working with me to highlight the 'problem' Projects before they become an issue. They will deal with implementing a plan of action to remedy and I will deal with the relationship
  - - - Associate 'Thank yous'
        
        Easy, powerful value add - I received lots of thanks from our associates for taking the time to thank them personally for their help and support on the bids they worked on
      - Client catch up 1
        
        All clear to send the survey. Any initial thoughts or concerns. Set up a time to have a full debrief
      - Client catch up 2
        
        Ideally in person, the focus is on hearing what the Client felt went well, what could have been better. Also to come with 2 or 3 key things that the combined associate and Client feedback gave us
        
        Feed learning into future Client engagement
        
        Make our clients feel special
    - - Send Associate surveys and Client Surveys
      - Collation of feedback ready for lessons learned
      - Organise and lead the lessons learned process
      - Collation of key factors ready for Client catch up 2
  - - - LinkedIn articles
        
        July / Sept / Nov / Jan/ Mar
        
        1 - Coaching in post COVID world - your new freedom and the Great Resignation
        
        2 - Wellbeing and the obligation of the employer
        
        3 - Boss vs Coach and the changing relationship between emploee and employer
        
        4 - The power of empathy, intuition and curiosity
      - Podcast ideas
        
        1 - Laura Barker, spirituality and coaching
        
        2 - Scott Fuller - Coaching on the front line
        
        3 - Tony Oyo - Coaching through conflict / Unlock your potential through NLP
        
        4 - Krish - Coaching the coach
        
        5 - Sport and life (golf or football coach)
        
        6 - Coaching and bidding
    - - Coaching Courses (next round of Co-Active training)
      - NLP training
      - Meditation
    - - Team dreams (community garden, soup kitchen)
      - Personal dream
      - Buy a Gum ball machine
    - - Develop our own Blue Edge 'conferences' / Ideas lab style, where our Clients come together to share their experiences
        
        Shows that we are genuinely interested in helping our clients do better, sharing knowledge and expertise amongst our peers
        
        Invite them to a morning of learning, sharing and fun at Plus X
        
        Golf breakfasts, teams made of people from different businesses and client teams compete, engage and share knowledge - curated by us
        
        In general - Plus X will be a great opportunity for us to learn and collaborate with others every day
    - - Continue to foster the positive mindset towards clients, every interaction is an opportunity to impress and engage
    - - General catch up calls and face-to-face meetings, coffee catch ups etc.
    - - Lets get out and about again, Construction Week, London Build, developing relationships