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The Secret to Finding & Keeping Dream Clients
Many service-based businesses struggle to truly understand and retain their ideal clients.
In this episode, Catharine O’Leary, founder of Client Intelligence Agency, dives into using AI to gain deep client insights and build lasting relationships. With over 30 years of experience working with Fortune 100 companies, she shows how to identify your ideal client, craft meaningful conversations, and boost revenue through storytelling and retention strategies.
Key Topics Covered:
- Why understanding your ideal client profile (ICP) matters
- How to balance lead generation with client retention
- The psychology behind quizzes for client segmentation
- Five essential conversations to deepen client engagement and loyalty
- How AI can reveal patterns to help you connect more effectively
- Techniques for storytelling that drive revenue
Guest Links & Resources:
- Catharine O’Leary, Client Intelligence Agency
- Email: [email protected]
- Website: joincianow.com
- Special Offer: Ideal Client Profile quiz (access it here)
- LinkedIn: Catharine O’Leary
Acknowledgements:
Special thanks to:
- Carl Richards, Podcast Solutions Made Simple – LinkedIn
- Fred Crouch, Property Wizard – LinkedIn
- Jovan Strika, Hive coworking – LinkedIn
- Melanie Webber, business partner – LinkedIn
- Wayne Pratt, Motive8U Inc – LinkedIn
Hosts:
- Bernie Franzgrote – LinkedIn
- Wayne Pratt – LinkedIn
🧩 Sponsors
- Descript – AI editing for audio & video made simple. Try it now: Descript
- Hive – A coworking community that fuels networking and growth: Hive
- Property Wizard Podcast – Learn real estate investing from Fred Crouch: Property Wizard
- Notionhive – Websites and apps designed to bring your ideas to life: Notionhive
- East Trade Winds – Join our community to grow business connections: Register here
Call to Action:
We’d love to hear your thoughts! Reach out at [email protected]
Listen to more episodes: Motivate You – Knack 4 Business podcast
Disclaimer: Please note that the Knack 4 Business podcast episodes are meant solely for educational and general informational purposes. The information and opinions contained within are not intended to be professional advice on any subject matter. The thoughts, views, and opinions expressed by the participants are their own beliefs and do not represent the views of the podcast hosts or any affiliated organizations.
It is important to note that this podcast is not a replacement for consulting with certified experts in your area who possess knowledge of your unique situation. The hosts of the podcast, along with any participants or affiliated groups, do not take responsibility for any actions taken or not taken based on the information presented in this episode.
It is highly recommended that individuals seek guidance from their advisors in fields such as accounting, law, or other pertinent areas prior to undertaking any actions or making decisions that may impact their financial, legal, or other aspects of life.
View all episodes
By Bernie Franzgrote, Wayne PrattMany service-based businesses struggle to truly understand and retain their ideal clients.
In this episode, Catharine O’Leary, founder of Client Intelligence Agency, dives into using AI to gain deep client insights and build lasting relationships. With over 30 years of experience working with Fortune 100 companies, she shows how to identify your ideal client, craft meaningful conversations, and boost revenue through storytelling and retention strategies.
Key Topics Covered:
- Why understanding your ideal client profile (ICP) matters
- How to balance lead generation with client retention
- The psychology behind quizzes for client segmentation
- Five essential conversations to deepen client engagement and loyalty
- How AI can reveal patterns to help you connect more effectively
- Techniques for storytelling that drive revenue
Guest Links & Resources:
- Catharine O’Leary, Client Intelligence Agency
- Email: [email protected]
- Website: joincianow.com
- Special Offer: Ideal Client Profile quiz (access it here)
- LinkedIn: Catharine O’Leary
Acknowledgements:
Special thanks to:
- Carl Richards, Podcast Solutions Made Simple – LinkedIn
- Fred Crouch, Property Wizard – LinkedIn
- Jovan Strika, Hive coworking – LinkedIn
- Melanie Webber, business partner – LinkedIn
- Wayne Pratt, Motive8U Inc – LinkedIn
Hosts:
- Bernie Franzgrote – LinkedIn
- Wayne Pratt – LinkedIn
🧩 Sponsors
- Descript – AI editing for audio & video made simple. Try it now: Descript
- Hive – A coworking community that fuels networking and growth: Hive
- Property Wizard Podcast – Learn real estate investing from Fred Crouch: Property Wizard
- Notionhive – Websites and apps designed to bring your ideas to life: Notionhive
- East Trade Winds – Join our community to grow business connections: Register here
Call to Action:
We’d love to hear your thoughts! Reach out at [email protected]
Listen to more episodes: Motivate You – Knack 4 Business podcast
Disclaimer: Please note that the Knack 4 Business podcast episodes are meant solely for educational and general informational purposes. The information and opinions contained within are not intended to be professional advice on any subject matter. The thoughts, views, and opinions expressed by the participants are their own beliefs and do not represent the views of the podcast hosts or any affiliated organizations.
It is important to note that this podcast is not a replacement for consulting with certified experts in your area who possess knowledge of your unique situation. The hosts of the podcast, along with any participants or affiliated groups, do not take responsibility for any actions taken or not taken based on the information presented in this episode.
It is highly recommended that individuals seek guidance from their advisors in fields such as accounting, law, or other pertinent areas prior to undertaking any actions or making decisions that may impact their financial, legal, or other aspects of life.