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306: My Client Intel Process - How To Capture Personal Details & Use Them to Enhance the Client Experience
Building strong client relationships isn’t just about numbers—it’s about truly knowing the people you serve. In this episode, I walk you through my Client Intel Process, a practical framework to help you capture, organize, and use personal details about your clients in a way that feels natural and meaningful. This process helps deepen connections, create memorable experiences, and ultimately strengthen trust.
What you’ll learn in this episode:
The four parts of the Client Intel Process: what to gather, how to capture it, where to store it, and how to use it
Simple strategies to capture…
The skinny
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