DiscoverGrowthitectHow To Impress Clients with a Killer Onboarding Package (with Matt Forget of 5 Architecture)
How To Impress Clients with a Killer Onboarding Package (with Matt Forget of 5 Architecture)

How To Impress Clients with a Killer Onboarding Package (with Matt Forget of 5 Architecture)

Update: 2024-10-23
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#011: Ever wondered how to create a lasting client experience in architecture? Matt Forget, co-owner of 5 Architecture in Florida, joins us to kick off Season 2 by diving into client onboarding experiences and his sales strategies.


We dive into:


→ What are some of the successful pricing strategies in architecture?

→ Why are memorable client onboarding and closing experiences so crucial?

→ What are the steps in Matt's sales and onboarding process?

→ How can you use humor and creative labelling in proposals?

→ What are the proactive measures for a smooth onboarding phase?

→ How do you set clear expectations in client communication?


(00:00 ) Podcast intro.

(04:17 ) Prioritize early engagement for a unique experience.

(07:37 ) The power of vetting, meeting in person and building rapport.

(12:01 ) How to identify challenges.

(15:36 ) A word from our sponsor. 

(16:35 ) The ‘Peak-End Rule’ and how end experiences impact client perception.

(22:33 ) Intentionality and future-focused planning enhance relationships.

(24:24 ) Prepare clients for 2025 completion and process understanding.

(27:13 ) Business book resources with executives.

(30:37 ) Consider swag and design templates for kickoff.

(33:39 ) Valuable community with useful, implementable resources.


GROWTHITECT RESOURCES

→ Join thousands of architects on the free Growthitect newsletter - https://growthitect.com/join 


STAY CONNECTED

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→ Follow on Twitter


SPONSORS

🎁 Exclusive offer for Growthitects: Mention Growthitect when you schedule a free consultation and get 10% off your first year with Gelt! → https://go.joingelt.com/growthitect 


A big thank you to Gelt for supporting our entire first season! 🙌 They’ve been a game-changer for managing both my personal and business taxes, making tax strategy, compliance, and filing stress-free. If you're looking to optimize your taxes and simplify your financial life, I highly recommend checking them out.


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How To Impress Clients with a Killer Onboarding Package (with Matt Forget of 5 Architecture)

How To Impress Clients with a Killer Onboarding Package (with Matt Forget of 5 Architecture)

Tyler Suomala