The Job to Be Done (BAC Workshop 01)

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BAC Foundations

The Job to Be Done (BAC Workshop 01)

Description

Content

Introduction
Introduction to the Business Advisor Certificate (BAC) (06:47)
Introduction to Client Journey: The Job to Be Done (02:38)
Personal Confidence Scorecard: Client Journey
Advisor Insights: The Job to Be Done (07:28)
The Client Company Journey (03:01)
Framework: The Client Company Journey
#1 Client Onboarding
Client Onboarding: A First Good Impression (05:42)
Homework: Design the Onboarding Process for Your Clients
#2 Scoping of Work
Advisor Insights: Scoping of Work (05:36)
Scoping of Work: Advise To Make a Difference (03:09)
Goal Setting Deep Dive (03:09)
Advisor Insights: Need assessment Deep Dive (03:40)
Need assessment Deep Dive (02:33)
Homework: Assessment of Clients
Decision Time: Scoping of work (10:31)
Decision Sheet: Know your Clients and Define The Scope of Work
#3 Resource Sharing
Resource Sharing: Get Clients What they Need (04:42)
Decision Sheet: The Client Company Resources
Decision Time: Resource Sharing (12:51)
#4 Coaching & Guidance
Coaching & Guidance: Get Clients What They need (05:28)
Homework: Create a Consistent Coaching Practice
#5 Evaluation & Reporting
Evaluation & Reporting (09:10)
Homework: Reporting That Makes a Difference
Wrap Up
Wrap up: How to Design your Onboarding Process (02:44)
Decision Time: Wrap up (09:16)
Decision Sheet: The Client Company Journey

Completion rules

All units must be completed

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