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Top 10 Things Every Firm
Should Be Doing This Week

The partners at Heatlamp met, brainstormed, and decided to take action to help our clients and peers navigate uncharted waters during unprecedented times. What are those takeaways? Here is a quick summary of our top 10.

01. INTERNAL AND EXTERNAL COMMUNICATIONS

This is the baseline, most obvious, and critical item that should be at the top of your list. This is where your brand meets the road. Are you living out your purpose and values in HOW you are communicating with your staff and your clients? Are you being relevant and empathetic or continuing your scheduled content, which may not resonate with your audience?

02. DIFFERENTIATE THROUGH CLIENT & EMPLOYEE EXPERIENCE

Utilize this time to work with your teams on how you can improve both client and employee experience. Developing personas and empathy maps are great ways to get started. The development of both can be broken into small bites and created virtually and make a fantastic team building activity.

03. OFFER CREATIVE CLIENT SOLUTIONS

What is the most pressing issue your clients are dealing with right now? How can you meet them where they are with solutions and thoughtful ways to delight and surprise them?

04. PROVIDE MEANINGFUL MESSAGING

What are messages that will resonate with your potential clients and recruits right now? Your firm’s stance on COVID doesn’t really matter to them. How are you helping them to continue conducting business?

05. CAPTURE PLANNING & COMPETITOR ANALYSIS

Now is a great time to immerse yourself into strategizing beyond the next few months and positioning for the future. In your positioning for new work, do you really understand your competitors and how they are differentiating themselves RIGHT NOW? Probably not. Use Social Listening, watch what they are promoting on channels and what messages they are putting out there. This is an opportunity to truly understand what makes your competition tick.

06. STRATEGICALLY PLAN FOR FUTURE PROJECTS

Outstanding projects will come back online again and when they do, you need to be ready. How can you capture work that will come out of this time? Are you positioned well? How can you spend this time preparing to be responsive and well-equipped?

07. REVIEW YOUR FINANCIAL STRATEGIES

Now is the time to consider your personal and firm financial goals and how your business today may be affecting your goals. Revisit your forecasts, incentive plans, and KPI’s. Are the measures you’re setting today going to fit your model for tomorrow?

08. PLAN FOR THE FUTURE

The world will be different, and the world will be the same in other ways. How will your firm communicate when you are back online both internally and externally? What internal processes will need to be revised? How will you plan to communicate in ways you are at this moment? What will be relevant to your projects? How will you communicate what matters to your clients and partners? Spend the time NOW planning for that future, building the assets you need.

09. GET ORGANIZED

Systemize your business. Take time now to build systems that can scale based on your firm’s growth. Look at third-party tools to help you streamline your business. Now that you and your team have navigated working remotely, what else can be automated, cloud-based servers, project and time management tools, CRM and marketing tools? There are hundreds of options out there, and now maybe a great time to see what might work best for your team.

10. EFFECTIVELY LEAD AND CONNECT YOUR TEAMS

How can you lead your teams and make them feel connected? This is an excellent time to utilize ClientSavvy’s CX Deck BIG TALK, or future of work methodologies to have more connected meetings. Ensure your meetings are actionable and purposeful, and not just chatter to keep your teams engaged. For many parents who are now juggling more roles than before, these times are difficult, and work will most likely be completed at night. Be sure your teams are doing hourly “stand-up” and not neglecting their own wellbeing.

WHEN we come out of this, it is going to be busy, so get prepared to BE in the market the way you want – with a proactive position rather than reactive.

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