3-4 Transparent Power: Improve Client Outcomes through Direct Communication

CPO® Only

Time Slot: 
Friday, May 20, 2016 - 2:00pm to 3:30pm
Organizing and/or Productivity


Enhance your clients' outcomes, improve sales, and ease “difficult” conversations with one powerful tool: transparency. Transferring skills and measuring progress become easier and obvious with processes so clear that clients can fully partner with you. Potential hazards evaporate with your candor at key junctures, including initial call, discussion (and enforcement) of policies and fees, follow-up, expansion requests, etc. This session provides specific language, tools and strategies to take your practice to a clearly higher level.


  • Define transparency and its impact on client relationships and the work process
  • Create up-front agreements that improve the sales process and establish positive client relationships
  • Transfer skills and measure progress transparently
  • Address client “problems” with grace and confidence, including missed sessions, delayed payments, lack of follow-through, scope creep, and so on