Onboarding Experience

• A personalised welcome email detailing the journey ahead, key contacts and next steps.
• Kickoff call or meeting within two business days of engagement start.
• Printable welcome kits outlining essential information to get started and expectations.

Communication Cadence

• Weekly update calls or video meetings.
• Monthly in-depth review meetings.
• Daily open communication lines via messaging platforms for on-demand inquiries.

Client Education

• Expert-guided training sessions on productisation and channel strategies.
• Regular posts on the company blog discussing latest trends and strategies in the technology market.
• Webinars or virtual meetups discussing case studies and best practices.

Personalized Touches

• Personalised coaching sessions for major milestones or challenges.
• Tailored strategies and recommendations based on unique client needs and market conditions.
• A birthday acknowledgment to key contact persons, such as digital cards or personalized messages.

Visuals and Documentation

• Regular reporting on progress against initial objectives.
• Before-and-after comparison of strategies and results.
• Documentation of all strategies and recommendations provided.

Feedback and Proactive Support

• Regular satisfaction surveys to measure client satisfaction and uncover potential issues.
• Proactive review of client situations and needs to offer timely support and recommendations.
• Rapid response and resolution of any issues or concerns raised.

Guarantee or Promise

• “Love it or leave it” 30-day guarantee; if they aren’t satisfied in the first month, they can conclude the engagement at no additional cost.
• On-demand support and expertise when the client needs it the most.

Operational Excellence

• All meetings and engagements start and end punctually.
• Detailed meeting notes and agendas provided before each scheduled meeting.
• High standard for team presentation and communication upheld at all times.

Retention Initiatives

• Anniversary recognition with personal thank you message.
• Provision of additional consultancy hours at reduced rates for loyal, long-term clients.
• "Sherpa Academy": An exclusive, invite-only source of guides, webinars, and Q&A sessions for clients that have been with The Channel Sherpas for over a year.

Renewals & Contracts

• Implement fixed-term contracts for consulting packages for mid to large companies
• Offer reduced-price renewals or extended contracts for recurring consulting services
• Promote contract renewal incentives like additional consulting hours or access to exclusive resources

Upsells & Cross-Sells

• Introduce advanced workshops or training sessions as an upsell for consulting clients
• Cross-sell consultancy services to mentoring clients and vice versa

Bundling & Packaging

• Develop bundled packages that combine 'Sale & Scale Ready', 'Guide to Growth' and 'Channel Coach' sessions
• Offer tiered packages – basic, premium, and enterprise with escalating benefits and prices

Loyalty & Retention Programs

• Establish a referral rewards program, incentivizing current clients to bring new business
• Implement loyalty discounts for clients enrolling into long-term coaching sessions

Custom Services and Personalization

• Offer on-demand, custom coaching sessions tailored to specific client needs for an additional fee
• Introduce personalized coaching plans based on specific business goals and strategies

Pricing Strategy

• Introduce a tiered pricing model for packaged consultancy and mentoring services
• Offer discounts on package commitments of 6 months or longer to encourage long-term commitment

Customer Data and Insights

• Implement a CRM to track customer engagement, consultancy progress, and identify upselling opportunities
• Use customer feedback and reviews to refine services and identify potential improvement areas

Referral Incentives

• Discount on next consultation for referrers
• Free initial consultancy for referees

Shareable Assets

• Pre-made LinkedIn posts endorsing The Channel Sherpas
• Customized email templates with testimonials and service highlights
• Digital referral cards

Timing and Triggers

• Ask for referrals after successful project completion
• Trigger automatic email reminder for asking referral post project follow-up

Client Success Stories

• Regularly share and promote client success stories/testimonials on LinkedIn and website
• Encourage clients to share their stories through their own channels

Referral Contests

• 'Refer and Win' quarterly contest with services discount or free session for winners

Partner or Affiliate Programs

• Partnership with tech startups incubators who can refer their members
• Affiliate program with a tiered reward system

Thank-You Experience

• Handwritten thank-you note for every successful referral
• Public thank you and recognition through LinkedIn posts