Client Connection Services

*** If you came here looking for life or career coaching, I'm not taking new clients at this time, so I don't have any information posted about my coaching services. When my production schedule slows, or my current clients finish their programs, I'll open the doors again. If you'd like me to refer you to one of my qualified coach friends, send me a note using the contact form below.

In the past two years, I've stepped into more of a technical role than a coaching role. Many of the people I've worked with are challenged with the ongoing need to attract, develop, and serve clients, but their time and other resources they need are largely tapped. Some have noticed that their usual connecting activities aren't performing as well as they once did, and they're wondering what to do now.

I help them in three specific ways:

    • Identifying and understanding their REAL customers or clients.
    • Building and optimizing the right channels where the connecting work will happen.
    • Developing a connection strategy and producing the content the strategy requires.

What does my role look like?

We begin with a 90-minute consultation to assess your current marketing efforts, evaluate their effectiveness, and pinpoint any gaps in your reach or performance. We will also identify existing content resources and those you may require. Based on this consultation, I will prepare a tailored roadmap outlining the necessary client connection work and create a customized program to achieve those goals. This roadmap will feature suggestions for additional services that I can offer or recommend through my professional network.

Our primary goal is to streamline and simplify this foundational leadership role while making it more enjoyable and effective. 

One recent example is of a nutritionist and cooking teacher whose schedule was full, but the demand for her services was increasing. I suggested online learning as one option to meet the demand without adding to her responsibilities. She already had dozens of hours of teaching videos she'd done on Zoom, but they needed to be reformatted for her course platform. We chose the classes whose topics were most requested, and I took the longer videos and segmented them according to the course format. I also made audio files of the edited classes and added transcripts and captions. She uploaded the videos and PDFs she made from her PowerPoint presentation and worksheets. The work took a couple of months in total, but the result is that she has an additional range of options to serve many more clients with no additional time required from her, and each one is a new revenue stream for her business.

You may have tried some of the new AI tools that promise to fill these gaps, but you haven't been happy with the result, or it's been too confusing to navigate. I am an experienced audio, video, learning, and presentation producer. I've been making digital media materials for over 20 years, including:

  • Online courses
  • Pitch Decks
  • Marketing videos
  • Fillable worksheets and workbooks
  • Online quizzes
  • Interactive forms and polls
  • Blogs, newsletters, and online publications
  • Subscription and membership services
  • Podcasts
  • YouTube videos
  • Online conferences and webinars
  • Video tutorials
  • E-books and audiobooks
  • Video mini-masterclasses
  • Card decks
  • Fridge-worthy freebies
  • Value-laden business cards, postcards, flyers, and SWAG
Another recent example is a health coach whose intake form was so long that her clients weren't completing it in time for their first appointment with her. Some of them were so intimidated by the intake that they opted out of her services. I analyzed her form and identified a large number of redundancies and form fields that seemed inappropriate for the early stage of the client relationship. We cut the completion time by almost 75% then moved the form from a PDF document to a free form platform that allowed the intake to be embedded on her website. The completion rates have increased significantly, and the intake form provides exactly the right information for her to make relevant, targeted recommendations to her clients. Client perceptions of her professionalism and expertise have also improved.

I've worked with people like you to create podcasts, video channels, courses, learning materials, and interactive online experiences. Are you looking for experienced guidance for software like:
  • TechSmith Camtasia and Snagit
  • PowerPoint
  • Canva
  • Adobe Acrobat Pro
  • Prezi
  • Descript
  • Spotify for Podcasters
  • Apple Podcasts
  • Audible
  • Teachable
  • Thinkific
  • Udemy
  • Skillshare
  • Skool
  • Zoom
and others...

One last example for now...a counselor I worked with had created an extensive online course on healing emotional trauma. He didn't use social media at all, and the demands of his practice made it difficult to add more tasks to his to-do list. He had several hours of unused video left over from his course that wasn't necessary to include in the course itself, but it was still useful as a marketing tool. I took that video and trimmed it for posting on the social media platforms where vertical video is prominently featured and we set it up to release on a schedule. We also recorded about 90-minutes of Q & A interviews that we then packaged as a mini-masterclass and FAQs. We posted the masterclass and FAQs on YouTube, then embedded them on his website. The evergreen nature of the topic has made these videos popular on the platforms where they've appeared, and they continue to bring traffic to his website and course.

I am a patient teacher, a creative thinker, and dedicated to your best results.

For questions and scheduling, please tell me how and when to reach you at this link or using the contact form below: Contact Request

I am on YouTube HERE and HERE.

Franklin Taggart is a client connection consultant helping people identify their real customers, building the channels where the customer relationships will flourish, and developing simple and manageable content strategies and production plans.