How to Develop Better Relationships with Your Clients

How to Develop Better Relationships with Your Clients

Develop Better Relationships with Your Clients By Connecting Their Goals to Their Priorities

Right now there is a lot of uncertainty about the future. While scary, this is a great opportunity to develop closer relationships with your clients. How do you do this? Through connecting your client’s goals to their priorities.

This article will lay out a four-step process that you can follow to connect your client’s goals to their priorities. This process follows the OPEX System of Coaching with the focal point being a one-on-one consultation. Follow these steps and improve your relationship and your client’s compliance.

(Coach’s Notes: Get a free introduction to the whole OPEX System of Coaching in this coaching course.)

Priorities to Goals: A Four-Step Process

To use this process you will need to conduct a consultation with your client. Before conducting the consultation you and your client should complete steps 1 and 2 alone. During the consultation, talk through steps 1 and 2, then work through steps 3 and four together. Step 4 may take some time, so it is okay to take a week or two to devise the plan. Now here are what the four steps–Doing, Reflecting, Conceptualizing, and Devising.

Step 1: Doing

The first step in this process is to look at what your client has been doing over the last couple of months and prepare for the consultation. Look back through your programs, consultations, and assessments to familiarize yourself with their goals and progress. 

It is equally important to have the client do this as well. Have them write out what they have been doing over the last couple of months to reach their goals. Have them complete this the week before the consultation takes place. As a best practice have them complete it by themselves so they are not biased by any other opinions. 

Step 2: Reflecting

The second step is to have your client reflect on their current progress. The objective of this step is to see if they are happy with the progress they have made and the goal itself. It is helpful to provide them with some thought-provoking questions.

Sample Questions for Reflecting:

  • What goals are you working towards?
  • What have been your biggest wins on this journey? 
  • What is the biggest lesson you learned so far? 
  • Review your goals and assess your progress. Did you spend time on the right things? If not, how will you improve this? 
  • How can I better support you in this? 
  • Are you happy with your progress?
  • Is this goal still relevant to you?

Step 3: Conceptualizing 

Once the client has reflected on their current position it is time to conceptualize. What this step entails will depend on the conclusions the client came to during their time of reflection. The goal of this step is to understand what your client’s priorities are and conceptualize goals that support them. Have the questions from step 2 on hand for guidance. 

Step 4: Devising

The fourth and final step is devising. This is where you create new goals and an actionable plan to achieve them. The three previous steps will have brought to light important factors to consider when setting this new goal. A great framework to keep in mind is; ground, resources, recipe, aim. The Ground is where the client currently is. The Resources are what they will need to accomplish their goal. The Recipe is how they will accomplish their goal. The Aim is how you know they have reached their goal.

An Opportunity to Refine Your Coaching

Just like your client’s goals, you have an opportunity right now to refine your coaching. In a world that can change dramatically overnight only professional coaches that can support their clients in-person and online will succeed. Thankfully, OPEX Fitness has been teaching coaches how to do just that for more than 20 years. Learn a system of coaching that works both in-person and online today with our free coaching course. The industry can change in the blink of an eye, are you prepared? Sign up today. 

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