Worksheet 5

Worksheet: Building Trust from Day One

Section 1: Why Trust Matters

1. In your opinion, why is trust important in client relationships?  

   - ________________________________________________________  

   - ________________________________________________________  

2. Think of a professional you trust. What actions or behaviors built that trust?  

   - ________________________________________________________  

   - ________________________________________________________  

Section 2: Trust-Building Strategies

1. Reliability:  

   - Write one promise you can consistently deliver to clients:  

     - ________________________________________________________  

2. Transparency:  

   - How will you handle situations where you cannot meet a client’s request?  

     - ________________________________________________________  

3. Consistency:  

   - Identify one small, consistent action you can take to show reliability (e.g., timely follow-ups):  

     - ________________________________________________________  

4. Personalization:  

   - What’s one way you can show genuine care for a new client (e.g., remembering key details about their goals)?  

     - ________________________________________________________  

Section 3: Action Plan

1. Write down one immediate step you’ll take with a new client to establish trust:  

   - ________________________________________________________  

2. What is one habit you can develop to maintain trust over time?  

   - ________________________________________________________  

Reflection 

How will building trust early on impact your client relationships?  

- ________________________________________________________  

- ________________________________________________________