Case Studies


How to Design the Perfect Client Experience with Joey Tackett — Ep.142




Last updated Jun 7, 2024


How to Design the Perfect Client Experience with Joey Tackett — Ep.142

Last updated Jun 7, 2024 | 0 comments



About this Episode

In this episode of the Agency Profit Podcast, Marcel and Joey explore how clear communication and exceptional client experience can transform agency success. Joey, with over 20 years of agency expertise, shares proven strategies to help owners captivate clients and elevate interactions. They stress the significance of architecting memorable client journeys that foster trust, uncover new opportunities, and deliver high-impact insights during meetings. Setting strong expectations from the outset and continuously reinforcing the project’s vision are crucial for building lasting relationships. Plus, Joey offers tactical advice on conducting powerful check-ins that sustain project momentum and keep clients engaged.

Hop into the episode below.

Watch this Episode

Points of Interest

  • 00:00 – 05:32 – Opening Discussion: Marcel and Joey highlight the critical role of clear communication and the art of building client relationships in agency settings.
  • 05:34 – 08:36 – Joey’s Insights: Sharing his journey as an agency owner and creative director, Joey delves into why effective communication is foundational to strong client relationships.
  • 08:38 – 12:30 – Trust Building: Marcel and Joey explore the importance of understanding client needs and establishing trust at the start of any client engagement.
  • 12:33 – 16:34 – Vision and Communication: Early client meetings focus on clear communication and vision setting to foster trust and understand clients’ needs, as emphasized by Joey.
  • 16:36 – 20:34 – Managing Scope Creep: The duo addresses the challenges of scope creep, stressing the need for transparent communication and managing client expectations to prevent project pitfalls.
  • 20:37 – 25:22 – Strategic Communication: Joey provides tips and strategies for handling scope creep and managing expectations through effective communication and strategic discussions.
  • 25:24 – 30:41 – Extracting Value: Discussion on the importance of deriving high-value context from client meetings to fully grasp their pain points and project objectives.
  • 30:44 – 36:32 – Ongoing Engagement: The significance of continuous check-ins and communication to maintain trust and enhance the client experience throughout the project.
  • 36:34 – 42:14 – Emotional Engagement: Marcel and Joey talk about managing the emotional journey of client engagements, emphasizing the need to sustain excitement and vision.
  • 42:16 – 47:58 – Further Learning: Joey shares additional resources and underscores the importance of genuine human interaction in nurturing client relationships.

Show Notes

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