CLIENT JOURNEY Form – For Review – High End Client https://app.hecp.com/forums/topic/client-journey-form-for-review/feed/ Fri, 17 Apr 2026 15:01:21 +0000 https://bbpress.org/?v=2.6.9 en-US https://app.hecp.com/forums/topic/client-journey-form-for-review/#post-14344 <![CDATA[CLIENT JOURNEY Form – For Review]]> https://app.hecp.com/forums/topic/client-journey-form-for-review/#post-14344 Fri, 15 Jun 2018 22:34:00 +0000 Dale Swanson @anthony-simonie @tony-liddic

Anthony, Tony:

My first draft of the Client Journey form, attached (I’m a Realtor). Please review and advise. Thank you!

Dale

]]> https://app.hecp.com/forums/topic/client-journey-form-for-review/#post-14398 <![CDATA[Reply To: CLIENT JOURNEY Form – For Review]]> https://app.hecp.com/forums/topic/client-journey-form-for-review/#post-14398 Sun, 17 Jun 2018 17:06:14 +0000 Tony Liddic Looks solid @dale-swanson

My only suggestion would be to split buyers and sellers into separate journey files. This will give you a bit more clarity on the flow and allow for easier modification of the journey based on need.

Great work!

]]> https://app.hecp.com/forums/topic/client-journey-form-for-review/#post-14412 <![CDATA[Reply To: CLIENT JOURNEY Form – For Review]]> https://app.hecp.com/forums/topic/client-journey-form-for-review/#post-14412 Sun, 17 Jun 2018 22:15:30 +0000 Dale Swanson @tony-liddic

Thank you very much, Tony.

Separating this into 2 forms (Buyers and Sellers) is obviously a great idea. I guess I hadn’t really thought of doing so because I wasn’t certain about how to use [the form] after I completed the exercise.

Is it just an exercise, for the purpose of self-awareness, or for use as a future reference (or both)? Or is it also a foundation piece to a future module? All of the above?

Please advise. Thank you, Tony.

Dale

 

]]> https://app.hecp.com/forums/topic/client-journey-form-for-review/#post-14469 <![CDATA[Reply To: CLIENT JOURNEY Form – For Review]]> https://app.hecp.com/forums/topic/client-journey-form-for-review/#post-14469 Mon, 18 Jun 2018 19:38:10 +0000 Tony Liddic @dale-swanson The Client Journey form is meant to be both a self-awareness exercise as well as future reference in the event you’d like to expand your offering.

By having a clearly defined journey, you’ll be able to more easily identify areas you can expand your product/service offering to meet your client needs.

]]> https://app.hecp.com/forums/topic/client-journey-form-for-review/#post-14487 <![CDATA[Reply To: CLIENT JOURNEY Form – For Review]]> https://app.hecp.com/forums/topic/client-journey-form-for-review/#post-14487 Mon, 18 Jun 2018 21:03:13 +0000 Dale Swanson @tony-liddic

Tony,

OK, got it. Thank you very much for the detailed response.

Dale

 

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