The One Question That Finally Gets Your Clients To Follow Your Process
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Key Takeaways
Identify hidden reasons (competing commitments) why your team avoids enforcing processes; address these underlying beliefs before implementing new rules.
Empower your team by helping them understand the client's direct benefits from following your processes, shifting accountability from control to client advocacy.
Develop a clear, step-by-step 'This Is How We Do It' playbook for all critical client-facing processes like selections, change orders, and communication.
Anchor client expectations early and often, starting from the sales process, to prevent misunderstandings and reinforce your operational standards.
Create specific scripts and 'plays' for common client challenges (e.g., late selections, side conversations) so your team can confidently respond without improvising.
Leverage client communication software (JobTread, Buildertrend, Resio) and train your team to funnel all project communication through it, ensuring a single source of truth and documented decisions.
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