When it comes to automating, many firms focus on finding the latest tech, believing that efficiency is something achieved through new tools. Yet true efficiency is achieved by delivering real value to clients, not merely by upgraded systems. Without a clear approach, no level of automation can overcome the complexities of serving every client’s needs.
From delivering a clear niche to understanding how each service impacts the client’s journey, this session will explore how firms can structure their offerings to maximize efficiency and impact. You’ll gain insight into aligning automation with value, discovering that the true power of tech lies in enhancing a well-defined client experience - not just cutting costs.
Objectives:
- 🔍 Identify and solve critical problems for a specific niche to enhance automation impact.
- 🌎 Understand your offering’s role in the client’s success, creating lasting value.
- 📈 Map out your client’s journey to strategically support their milestones.
- 🎯 Establish a clear market position with targeted content that attracts ideal clients.
- 🛠 Structure services to maximize automation effectiveness - not just through tech but through purpose built offers.
Take the leap toward strategic automation that drives results for your firm and clients alike. Register now!
📅 January 30, 2025 at 11:00 am PT, 2:00 pm ET, 7:00 pm GMT
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