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How EOS Implementers can attract new clients and serve them better

Key Ideas:

  • It’s getting harder to stand out, so be different and set yourself apart
  • Locate your ideal client and prepare them for success
  • Add value to your process with the right tools
  • Hear from EOS Implementers

It’s getting harder to stand out

  • Specialization is increasing
  • There are a lot of “business consultants” out there and your competition is increasing
  • Awareness about EOS seems to be growing, but confusion about what you really do could present challenges
  • How buyers purchase services is changing (i.e. more online search, social media, and other non-traditional ways to find and evaluate coaches/consultants).
laptop screen with Jonathan B. Smith on a video call

Jonathan B. Smith EXPERT EOS® IMPLEMENTER

…so be different and set yourself apart

You solve business problems for your clients using the EOS ENTREPRENEURIAL OPERATING SYSTEM. You’re not just selling EOS, you’re selling yourself. The coaching/consulting world is crowded and competitive, so how will you differentiate yourself from the rest of the pack?

  • Competence?
  • Experience?
  • Track Record?
  • Referrals…?

How about all of the above PLUS how you:

  • Explain your capabilities
  • Showcase your outcomes
  • Relate EOS to your client’s situation and goals

Locate your ideal client

What is the profile of your ideal EOS engagement client? You’re probably looking for specific types of clients that meet certain demographics like an industry specialization, number of employees, or clients that fall within a target annual revenue range.

It’s also important to set expectations. Determine if prospective clients are committed to adopting a new way of operating and if they are willing to give the process the proper timeframe to see results.

The content you share in the prospecting and introduction stages can set expectations, draw out conversations to assess a good fit, and instill confidence on both sides.

…and prepare them for success

Is your presentation organized so the client’s attention is focused where you want it? Is the information you deliver professional, visual, and easy for the client to consume and take action? Is your delivery prompt?

As clients move through your engagement process, a well-orchestrated flow of information — that’s easy for clients to access and refer to — equips them without overwhelming them.

"I work with progressive companies in the scale-up phase and deal with highly capable individuals, and I'm able to quickly select the information I want to deliver from the inventory of Flipdeck Cards I created. My busy clients get a tailored collection of links to my content that's professionally presented and visual.” — Jonathan B. Smith

*The above image is an example — only showing how Flipdeck cards can be used by EOS Implementors. Our Card Collections feature can link to content located anywhere online to help educate and prepare customers.

Add value to your process with the right tools

Not every client is a master organizer of content sent to them by email. Instead, consider a single digital page that’s your client’s go-to resource place for:

  • Prerequisites you want them to review
  • Checklists and planners
  • Topic-specific research and info
  • Resource links, etc.

Think of your client-facing information, professionally presented, as a valuable consulting deliverable in its own right.

Flipdeck can be your differentiator

Organize your content on visual Flipdeck Cards and present just the right information on a visual landing page that we call a Card Collection. Flipdeck allows you to quickly select and deliver professionally presented information and make it available online. You can personalize it for each client or go generic with the standard content you use again and again.

SEE AN EXAMPLE COLLECTION

What can EOS Implementers do with Flipdeck Cards?

  • Share content that clearly explains what EOS is, and how you can help
  • Prepare EOS prospects for their 90-minute meeting
  • Link prospects to online EOS tools and self-assessments
  • Let prospective clients get to know their EOS Implementer
  • Share your past EOS engagements and success stories
  • Provide clients with beneficial reading links
  • Give your clients access to a curated library of articles, videos, and other insights

How is using Flipdeck different from what you’re doing now?

EOS implementers are teachers, facilitators, and coaches — and maybe sometimes it feels like you’re a juggler. Serving multiple accounts with quarterly/annual meetings alongside teaching and coaching is a lot. Plus, the specific needs of each client are varied, and each business has its own “quirks”.

You can try to juggle faster… or you can use Flipdeck -- a proven tool for EOS Implementers. Once you create your first Flipdeck Card you have the beginning of a modular library of information that you can pull from to share the right information with your clients. It’s fast to assemble and makes it easy to deliver a professional, digital presentation of targeted content that’s easy for your audience to consume.

Are you a business coach/consultant but not necessarily an EOS Implementer? Flipdeck can still be great for you! Check out how other business coaches and consultants use Flipdeck to attract new clients.

More comments from EOS implementors:

jonathan b. smith

“I've been able to use Flipdeck to organize my presentation of content to focus my clients' attention where I need it to be, saving everyone time. Chances are pretty good that I have a Flipdeck card that addresses most topics that come up in client conversation, and I can just Flip them a Link."
Jonathan B. Smith

Julie Markee

“Flipdeck has a been a great way for me to communicate with both my clients and prospects. When a prospect asks me to send them information on EOS, I send them my branded EOS Overview Flipdeck with information about me and EOS. It is a powerful marketing tool that gives me instant credibility.

Additionally, I use Flipdeck to provide resources to my clients throughout their EOS journey from Focus Day tools to EOS Roll-out best practices. The use of Flipdeck has simplified my internal processes and reduces file sharing between sessions.

I’m so glad I made the investment in Flipdeck!”
Julie Markee

nick bradfield

"Flipdeck is a great tool to help convey info in a clear and simple way. I use it to help set the stage for meetings to help people prepare."
Nick Bradfield

catherine juon

"Wow — that's impressive customer support! I really appreciate that you were watching that closely AND resolved the issue AND cared enough to reach out! Thank you."
Catherine Juon

bill duguay

“Flipdeck allows me to share information quickly with my clients in a format they like to consume. Whether it's sharing with them what our initial 90 minute meeting looks like, or following up after a session with curated and focused support, Flipdeck works for us.

It's easy to use, the support team is great, and clients love the personalized messaging.”
Bill Duguay

tyler smith

"Flipdeck has been a game changer for my practice and my clients! I'm able to assign homework and deliver information on "micro-sites" tailored for each client and session. It is a perfect solution!!"
Tyler Smith

will karbach

"Flipdeck is allowing me to radically improve my communications with my Warm Leads and Clients. I'm able to give Warm Leads an attractive, easy-to-follow understanding of what's going to happen in a 90 Minute Meeting. And my post-session emails have been dramatically simplified both for my Clients and for me. My virtual assistant has recognized the potential for us to streamline other communication processes. I've given her free rein to explore how we can leverage Flipdeck further.

At the risk of being accused of exaggerating, I think using Flipdeck is going to simplify most of our Client-facing processes in my practice, improving our consistency and scalability.

No more long, torturous emails."
Will Karbach

Try Flipdeck for yourself

The best way to understand how Flipdeck can benefit you is to start using it. Soon you’ll begin thinking of all kinds of ways you can apply Flipdeck Cards to organize links to great content and improve your prospecting and clients’ experience.

Flipdeck has been embraced by EOS Implementers and the amazing people who support them. Here are some of the reasons:

  • The buy-in cost is modest, and the payment mechanism is convenient
  • It’s simple to use, so the learning curve is short
  • Your information is organized and professional
  • It’s easy for your clients to consume what you send and take action
  • You’ll have visibility on what is working with advanced analytics

WATCH THE INSTANT DEMO

To learn more about EOS® and the Entrepreneurial Operating System®, visit the EOS Worldwide website at https://www.eosworldwide.com/

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