Advisor, Not Vendor
The four moves that keep a client and grow the account.
Clients rarely leave over the work. They leave because the relationship slid from advisor to vendor, and nobody noticed in time. The work still has to be excellent. This guide is the four moves you add around it, each with one thing to do this week.
What is inside
The four moves, each with the moment it shows up, the vendor reflex, the advisor move, and one thing to do this week.
- 1Have the call before they ask. Surface the hard thing first, while it is still yours to frame.
- 2Own beyond the brief. Take the right problem that is not yours to take, and know which one to leave.
- 3Lead through the handoff. Stay present at the transitions where everyone else steps back.
- 4Drop the credit. Skip the I-told-you-so when you were right, and keep the relationship.
Plus the honest part, that these are the right moves even when nobody thanks you for them, and a one-page check to catch the drift before it costs you.
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