#011: Ever wondered how to create a lasting client experience in architecture? Matt Forget, co-owner of 5 Architecture in Florida, joins us to kick off Season 2 by diving into client onboarding experiences and his sales strategies.

We dive into:

→ What are some of the successful pricing strategies in architecture?

→ Why are memorable client onboarding and closing experiences so crucial?

→ What are the steps in Matt's sales and onboarding process?

→ How can you use humor and creative labelling in proposals?

→ What are the proactive measures for a smooth onboarding phase?

→ How do you set clear expectations in client communication?

(00:00) Podcast intro.

(04:17) Prioritize early engagement for a unique experience.

(07:37) The power of vetting, meeting in person and building rapport.

(12:01) How to identify challenges.

(15:36) A word from our sponsor. 

(16:35) The ‘Peak-End Rule’ and how end experiences impact client perception.

(22:33) Intentionality and future-focused planning enhance relationships.

(24:24) Prepare clients for 2025 completion and process understanding.

(27:13) Business book resources with executives.

(30:37) Consider swag and design templates for kickoff.

(33:39) Valuable community with useful, implementable resources.

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A big thank you to Gelt for supporting our entire first season! 🙌 They’ve been a game-changer for managing both my personal and business taxes, making tax strategy, compliance, and filing stress-free. If you're looking to optimize your taxes and simplify your financial life, I highly recommend checking them out.