O'Reilly logo

Success and Succession: Unlocking Value, Power, and Potential in the Professional Services and Advisory Space by Tim Kochis, Jay Hummel, Eric Hehman

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Supplemental Material

Client Touchpoint Exercise

Goal: To determine the current and future responsibilities for key client interactions.

The In-Office Meeting Who When Comments
Greet when they arrive                     
Take order for drinks                     
Take coats                     
                           
                           
                           
                           
Outside-the-Office Meeting
Scheduling a meeting                     
Information requests—need information from client                     
Holding client accountable for their tasks                     
Updating client on tasks completed for them                     
                           
                           
Consistent Communication
Market commentaries                     
Company newsletters                     
Holiday cards                     
                           
                           
                           
Social Meetings
Scheduling a social event                     
Attending the social event                     
                           
                           
                           
                           

Client Touchpoint Exercise

To determine the current and future responsibilities for key client interactions.

The In-Office Meeting Who When Comments
                           
                           
                           
              ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required