Worksheet 10

Worksheet: Knowing Your Clients – The Value of Personal Connections

Step 1: Assessing Current Client Knowledge

Rate your current understanding of your key clients on a scale of 1 to 5 (1 = minimal, 5 = deep understanding):

1. What are your client’s business goals?

2. What challenges do they face regularly?

3. Do you know their preferred communication style?

4. What personal interests or values do they have that influence their decisions?

Step 2: Strategies for Building Personal Connections

For each strategy below, write down one action you can take for your top client:

1. Personalized Communication:
   Example action: Send personalized messages acknowledging client milestones.

   • Your action: _______________________________

2. Active Listening:
   Example action: Schedule a quarterly check-in call to listen to evolving client needs.

   • Your action: _______________________________

3. Small Gestures of Appreciation:
   Example action: Send a handwritten thank-you note or a small gift related to their interests.

   • Your action: _______________________________

Step 3: Deepening the Relationship 

Answer the following questions to identify ways to strengthen your personal connection:

1. How can you show empathy when a client is facing challenges?

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2. What additional value can you offer outside of your core services?

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3. How can you celebrate small wins or milestones with your client?

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Step 4: Action Plan 

Write down 3 key actions you will take in the next 30 days to build stronger personal connections with your clients:

Reflection

• What did you learn about your clients through this exercise?

• How do you feel your approach to client relationships will change going forward?