Client engagement review
Purpose
- Help participants to apply decision-making concepts to improve specific pieces of client communication.
- To increase the chance that client communications are read, understood and trusted.
- To better influence the reader to take appropriate actions.
What you get
- Detailed written feedback on specific pieces of communication (Powerpoint slides, emails, investment reports, web sites, etc) including identifying relevant psychological issues in the way the information is presented and suggesting alternatives.
- A workshop discussion of the feedback to allow the issues to be understood and alternative approaches to be discussed and explored.
What you don't get
- A lecture about the need to always keep it simple. (Sometimes you need to convey complex information and concepts).
- Told that there is only one right way. (Sometimes there are trade-offs to be made, for example).
Review up to 15 pages
Written feedback + 3hr workshop
Price: $7k + GST
Review up to 50 pages
Written feedback + 5hr workshop
Price: $10k + GST