Photo by Heriberto Jahir Medina
Superhero movies are out in full force with more to come. You walk out of the theater and into work ready to be the superhero for your clients, but resist the temptation to swoop in and save the day. You are not the Tatooine farm boy Luke Skywalker. You are the Jedi Master Luke Skywalker. In other words, your role is to guide your clients to make wise choices that make their organization thrive. Here are some key steps you can take to play your role effectively.
Where Are They?
You and your client are on a journey together. Your itinerary starts with where your client is and ideally ends with where they want to be. Conduct a comprehensive analysis. Help your client objectively evaluate their current business situation, including strengths, weaknesses, opportunities, and threats (SWOT analysis). Identify areas for improvement, growth, and competencies to build on.
Where Do They Want to Go?
Your client’s goals represent the destination you want to reach. Work with them to gain a deep understanding of their business objectives, long-term ambitions, and key performance indicators (KPIs). This knowledge helps you narrow all the ways they could reach their goals down to the best ways to reach them.
How Will You Help Them Get There?
Coach – Form a team made up of players from both your organization and theirs. Together, develop a plan that outlines strategic objectives, targets, and action steps. Tailor the plan to their unique situation and align it with both their current and long-term visions. Get as specific as possible with the information you have. Based on your client’s goals and your analysis of their business, come up with a list of customized solutions and recommendations. For example, Do they need to create new products or services? Do they need to expand into new markets? Are there processes they can improve?
Advise – Schedule regular meetings to update the team on industry trends, market dynamics, and competitor activities. This empowers everyone to make informed decisions in real time and stay ahead of your client’s competitors. Earn their trust by being a reliable source of support and guidance. Demonstrating your commitment to their success fosters a strong relationship with your client. When their needs evolve, adapt your approach accordingly. For example, communicate beneficial emerging technology trends or marketing opportunities. Anticipate challenges their growth strategies may cause and help them mitigate the risks. Don’t just have a Plan A. Have Plans B – E ready so you can minimize the impact of inevitable setbacks.
Manage – Establish KPIs and milestones to track their progress. Regularly review the data and provide your client with progress reports. Definitely highlight your successes, but also identify areas of concern. Let your client know you are watching these areas in case an adjustment is necessary. Outline your contingency plan for the possible adjustment. Periodically evaluate the effectiveness of the implemented strategies. Analyze the results. Are there ways to further optimize future outcomes? Seek feedback from your client and align your guidance to their expectations.
Each client is unique, and their business needs vary. By customizing your guidance, staying informed, and being proactive, you can effectively guide your clients to make super-heroic choices that support their business growth and yours.
How do you ensure you are the guide in your client’s story and not the superhero? Please share in the comments.