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LOVE IS IN THE AIR - A CLIENT WHO BECAME A FRIEND

By
Education & Training with Performance Development Strategies

Back in 2010 a business owner had visited our BNI and heard what I do.   He came up to me and told me his organization of 10 people needs help.  He told me that the tipping point was the loss of a large client.  He knew it was his company's fault and felt that it should have been avoidable.  He thought he had some problems in the office but was not sure.  He engaged me to find out and make recommendations for changes.  This was a service organization in the area of home security.

I surveyed all of the employees to learn about the team's alignment with organizational goals.  I learned that  "I will give the owner the message" or "you will have to talk to the owner" was a very frequent customer response for clients who needed service.

When I presented this my client agreed this is major and agreed to a strategic alignment session be started with himself, his wife, and an operations manager he had just hired.  The Ops manager was totally on board as was my client and his wife to a certain extent.  I got involved in family dynamics with the client wife and sons and spent time taking the wife out for lunch to help obtain her buy in.

The following year he was telling everyone that his business had increased by 20%, he had a good team and that he thinks of me as family.  I still see him from time to time and we just shared dinner together.  He is one of my favorite clients.

Thank you Lisa Von Domek for hosting this contest.

 

Posted by


PDStrategies.net

Armonk, NY
Port Saint Lucie, FL

(914) 953-4458
CALL OR TEXT

Email Me

Grant Schneider,
CBC, SPHR, SHRM-SCP*

*Certified Business Coach,
Senior Professional in Human Resources

President, Founder
& Leadership Coach

About Me

 

Comments(28)

Grant Schneider
Performance Development Strategies - Armonk, NY
Your Coach Helping You Create Successful Outcomes

Endre - thank you.  I too wish we had more time in Boston.

James - yes, you are so right about being on the same page.

Wayne - yes, my client realized that he could not do it all.

Nina - indeed it is the same for real estate.  If there is trust so many good things can happen.

Gabe - and I have to add that he was receptive and trusted me.

Amanda - don't you just love it when there is such great chemistry.  This was such a case.

Joan - thanks.  i want to be their trusted advisor.

Feb 13, 2019 07:06 AM
Grant Schneider
Performance Development Strategies - Armonk, NY
Your Coach Helping You Create Successful Outcomes

Brian - he had the business.  Once everyone was rowing in the same direction things really happened.

Feb 13, 2019 07:07 AM
Lisa Von Domek
Lisa Von Domek Team - Dallas, TX
....Experience Isn't Expensive.... It's Priceless!

Grant Schneider What a lovely story for our contest   Smart businessman to know he needed assistance...even smarter that he hired you! 

Feb 13, 2019 07:54 AM
Grant Schneider
Performance Development Strategies - Armonk, NY
Your Coach Helping You Create Successful Outcomes

Thank you Lisa Von Domek . I appreciate the comment and your hosting the contest.

Feb 13, 2019 12:33 PM
George Souto
George Souto NMLS #65149 FHA, CHFA, VA Mortgages - Middletown, CT
Your Connecticut Mortgage Expert

Grant those are the special kind of relationship we all hope to develop, and that leads to future business

Feb 13, 2019 01:12 PM
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

Hi Grant,  Thanks for sharing this story.  It reminds us that we should all work within our strengths and help others as we can.

Feb 13, 2019 08:50 PM
Grant Schneider
Performance Development Strategies - Armonk, NY
Your Coach Helping You Create Successful Outcomes

George Souto  - oh yes, and this one did lead to referrals.

Bob Crane - thank you.  That what I strive to do.

Feb 14, 2019 04:25 AM
Sally K. & David L. Hanson
EXP Realty 414-525-0563 - Brookfield, WI
WI Real Estate Agents - Luxury - Divorce

Success achieved with great guidance is such a wonderful gift to you BOTH !

Feb 14, 2019 06:15 AM
Sheri Sperry - MCNE®
Coldwell Banker Realty - Sedona, AZ
(928) 274-7355 ~ YOUR Solutions REALTOR®

Hi Grant Schneider - Your client was so fortunate to find you. A owner, CEO, or a manager needs to be able to communicate and articulate the vision they have to their employees if they expect buy-in. 

Feb 14, 2019 06:35 AM
Roy Kelley
Retired - Gaithersburg, MD

Thank you very much, Grant, for sharing your positive experience with this client.

Feb 14, 2019 10:37 AM
Lottie Kendall
Compass - San Francisco, CA
Helping make your real estate dreams a reality

Nice success story, Grant. I can see why this remains one of your favorite transactions.

Feb 14, 2019 11:10 AM
Grant Schneider
Performance Development Strategies - Armonk, NY
Your Coach Helping You Create Successful Outcomes

Sally and David - it really was a gift to both.

Sheri - He had a great business for 25 years and knew it well.  He just needed to step it up.

Roy - thanks,  I was an enjoyable experience to do so.

Lottie - it loved being trusted adviser and now friend.

Feb 14, 2019 11:47 AM
Debb Janes
Nature As Neighbors - Camas, WA
Put My Love of Nature At Work for You

The gift of friendship, and the knowledge that you helped someone succeed. What's not to love about this Valentine's Day post?  Good one, Grant. 

Feb 14, 2019 12:53 PM
George Souto
George Souto NMLS #65149 FHA, CHFA, VA Mortgages - Middletown, CT
Your Connecticut Mortgage Expert

Grant just stopping by to wish you a very special Valentine's Day!!!

Feb 14, 2019 03:44 PM
Mary Hutchison, SRES, ABR
Better Homes and Gardens Real Estate-Kansas City Homes - Kansas City, MO
Experienced Agent in Kansas City Metro area

Good for you and your client.  You now have a bond that can't be broken with the benefit of friendship!

Feb 14, 2019 04:16 PM
Grant Schneider
Performance Development Strategies - Armonk, NY
Your Coach Helping You Create Successful Outcomes

Debb and Bernie - it is a great story and wonderful that we are talking about these for Valentines Day.

George - the same to you and your family.

Mary - yes, that is the best of a loyal client.

Feb 15, 2019 04:08 AM
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

Grant, it is interesting how many times we have clients that become very good friends!  

Feb 15, 2019 05:21 AM
Joyce Marsh
Joyce Marsh Real Estate LLC - Daytona Beach, FL
Joyce Marsh Homes

It pays to have someone from outside the business like yourself, to be able to make recommendations for changes that obviously can pay off like in this situation. Hiring you was the best first decision. Second was following your advice. Great story. 

Feb 17, 2019 06:54 AM
Rebecca Gaujot, Realtor®
Lewisburg, WV
Lewisburg WV, the go to agent for all real estate

Grant, a great story. You are definitely the one to hire when a business is losing clients.

Feb 21, 2019 06:19 AM
Grant Schneider
Performance Development Strategies - Armonk, NY
Your Coach Helping You Create Successful Outcomes

Joan - it is certainly a testimoney of our willingness to serve.

Joyce - thank you so much for that.  I am flattered.

Rebecca - yes, as long as they are ready for change.

Feb 22, 2019 04:15 AM