Onboarding Experience

• Welcome email with the roadmap for the consulting journey
• Kickoff video call to introduce the team and discuss next steps
• Follow-up emails with all required documentation and access

Communication Cadence

• Weekly check-in calls to discuss progress and hurdles
• Bi-weekly email updates with key milestones and achievements
• Monthly comprehensive reports detailing improvements

Client Education

• Access to a knowledge base with guides on EOS, SYSTEMology, and People1st
• Regular training sessions for the client's team on system building
• Recorded training sessions available on demand

Personalized Touches

• Celebrating key milestones with personalised emails or videos
• Birthday recognition with a thoughtful message or small gift
• Personalized annual recap video highlighting the journey and successes

Visuals and Documentation

• High quality 'Before and After' documentation to track progress
• Visual representations of systems for easy comprehension
• Video walkthroughs of the new systems put in place

Feedback and Proactive Support

• Regular client surveys to capture feedback and improve services
• Proactive troubleshooting of potential issues
• Quick resolution of any issues with a dedicated support team

Guarantee or Promise

• 'Visible change in 90 days' guarantee
• No lock-in contracts, clients are free to cancel with 30 days' notice

Operational Excellence

• Strict adherence to scheduling and timelines
• Ensuring high standards of communication
• Consistent delivery of results, meeting or exceeding expectations

Renewals & Contracts

• Introduce an incentive for annual contract commitments e.g., get 13 months for the price of 12
• Implement milestone-based renewal bonuses to encourage long-term commitments

Upsells & Cross-Sells

• Offer a premium-level service for larger companies or rapid growth scenarios
• Cross-sell specialized consultation sessions focusing on specific operational challenges like employee retention or systems optimization

Bundling & Packaging

• Add bundled consultation packages, e.g., combined system, culture, and leadership development program
• Introduce tiered service levels with differentiated pricing and features

Loyalty & Retention Programs

• Create customer loyalty rewards for referrals, with discounts on future services
• Implement a VIP tier for long-term customers, offering exclusive access to resources, tools, and priority support

Custom Services and Personalization

• Personalized consultation upgrade, meeting clients' unique business growth needs
• Offer custom-tailored trainings for client’s teams on maintaining systems and leadership culture

Pricing Strategy

• Introduce discounts for long-term commitment, incentivizing annual contracts
• Offer value-based pricing for larger, more complex businesses

Customer Data and Insights

• Use Hubspot CRM to track customer satisfaction, upsell opportunities, and churn prediction
• Conduct regular surveys to gather client feedback, identifying opportunities to improve retention and upsell

Referral Incentives

• Reward both referrer and referee with a free consultation session.
• Provide a 10% discount on next month's fee for successful referrals.

Shareable Assets

• Create customized email templates with RockLife's value proposition for easy sharing.
• Design digital referral cards embedding a referral link to track conversions.
• Develop refer-a-friend landing page on the website, easy to share on social platforms.

Timing and Triggers

• Ask for referrals after a successful milestone achieved or problem solved.
• Setup automated email reminders in CRM (Hubspot) for staff to request referrals post-customer success.

Client Success Stories

• Collect and publish video testimonials; highlight how RockLife helped businesses grow.
• Share these stories on social media and email newsletters to inspire referrals.

Referral Contests

• Launch a quarterly 'refer and win' initiative, rewarding top referrer with free services or perks.
• Publicly appreciate top referrers on social media to encourage referrals.

Partner or Affiliate Programs

• Develop partnerships with local businesses for cross-promotions.
• Approach influential business consultants for an affiliate program, giving them referral fees.

Thank-You Experience

• Send personalized thank-you notes to successful referrers.
• Offer small gifts (e.g., office stationeries with RockLife's logo) as a token of appreciation.