The document outlines a strategy called 'Partnering 4 Profit,' emphasizing building profitable relationships through understanding client needs, creating trust, and providing consistent education. It details ten key steps, including effective communication, setting clear expectations, maintaining accountability, and continuously adding value. The ultimate goal is to foster collaboration by prioritizing client interests and adapting as necessary to ensure mutual success.

1. PARTNERING
PROFIT

2. • PARTNERING 4 PROFIT •
WHAT IS PROFIT?
The money you make after expenses.

3. • PARTNERING 4 PROFIT •
the advantage or
benefit that is gained
from doing something.

4. PROFIT
BUILD THE
RELATIONSHIP
$

5. • PARTNERING 4 PROFIT •
10 STEPS TO A
PROFITABLE
RELATIONSHIP
$

6. • PARTNERING 4 PROFIT •
CONNECT
1-
- Connect with your client by LISTENING to their
needs. Make them recognize you as a creative
problem solver with solutions to their needs.
- Right client, right fit

7. • PARTNERING 4 PROFIT •
DEVELOP TRUST
2-
As you listen to the needs and problems of your
client, assess what is really needed.
Focus on solving the real problem at hand, not just
what they have asked for.

8. • PARTNERING 4 PROFIT •
Create Belief
Through Passion
Passion is authentic, and needs to be felt.
By feeling and experiencing in your passion the rest
will be justified and they will know that you are
looking out for their best interests and not selling.
3-

9. • PARTNERING 4 PROFIT •
Remove Burdens
Create ways to assist your client and help them along
their journey with you.
Good ideas get perceived as more work and the more
work you put on your client the more you’ll push them
away. Find a way to make this easy on them.
4-

10. • PARTNERING 4 PROFIT •
Educate
Throughout this process you have been educating
them on the culture, methodology and concepts of
how you are going to make them shine, now it’s time
for the gritty details.
5-

11. • PARTNERING 4 PROFIT •
RULES FOR A
SUCCESSFUL EDUCATION5

12. • PARTNERING 4 PROFIT •
Don’t move too fast, be sure to stop and
ask questions, and make sure everyone is
on the same page before moving forward.
Use your work to tell the story.
1

13. • PARTNERING 4 PROFIT •
Pick one path, stick to it dumb it down. No
need to complicate your process with
options that may end up causing confusion
in the end.
2

14. • PARTNERING 4 PROFIT •
Provide solid resources and visuals.
Don’t expect them to take all the notes or
do the research on their own (burdens),
Make it easy.
3

15. • PARTNERING 4 PROFIT •
Set a timeline and share it.
Show them your task breakdown of the
project and be clear with what each step
means and their involvement required at
the major milestones.
4

16. • PARTNERING 4 PROFIT •
Set clear expectations: define who is
responsible for what (especially the client),
what you need and when you need it by.
Open-ended requests or statements leave a
gray area that can damage communication.
Be direct.
5

17. • PARTNERING 4 PROFIT •
Be Persistent
Follow up regularly and continue to ask questions.
If you hit a wall, fight to get in front of the right people
to get on board with your agenda. You’re the expert,
you’re the one with the passion–stay involved.
Don’t rely on your contact to sell the idea for you.
6-

18. GET THE
SIGNATURE
LET THE REAL
“WORK” BEGIN

19. • PARTNERING 4 PROFIT •
Execute Above
and Beyond
They’ve now signed.
They believe you and trust in you to do what you said.
Now is the time to prove yourself.
7-

20. • PARTNERING 4 PROFIT •
Stay on point
Use your team
Use their team
Do whatever is necessary to meet expectations.
Don’t criticize or condemn your client. They will feel it,
and you need to get to friend status first. Then, when
you get there, know when to lean in and lean out.
i.
ii.
iii.
iv.
v.

21. • PARTNERING 4 PROFIT •
Analyze, Adjust
& Report
Your job is to and hit goals. Do so by any means
necessary. Just because a plan was set doesn’t mean
it can’t change. You and your team needs to execute
and analyze. Identify what is working, what is not, and
what is needed to hit goal. Adjust and do so.
8-

22. FRIENDLY
REMINDERS

23. • PARTNERING 4 PROFIT •
Keep your client informed. Tell them what
needs to be done and what you are doing
with evidence of why.

24. • PARTNERING 4 PROFIT •
Hold yourself, your team and your client
accountable to the goals set and their
commitments.

25. • PARTNERING 4 PROFIT •
Report all progress and analytics monthly
and regularly check in with your client to
keep a continued dialog going.

26. • PARTNERING 4 PROFIT •
Grow Together
9-
Create new campaigns with additional
efforts to supplement new requests or
goals added.

27. • PARTNERING 4 PROFIT •
React appropriately (Don’t “knee-jerk”)
i. You all worked hard on this plan, don’t
be quick to throw it away.
ii. Things take time to catch hold.
Remind your client and team of this
and continue to add ideas and content
to make it take hold.

28. • PARTNERING 4 PROFIT •
Provide new value, always.
(Don’t get stuck in a stale routine)
i. Cycle through 4–9 again and upsell by
providing solutions to challenges and
burdens they bring to you.
ii. Never forget your own value.

29. • PARTNERING 4 PROFIT •
Don’t get taken advantage of.
Now that the trust and belief
is solidified you can’t give it all
away–be cautious not to make
this the norm.
“ “

30. • PARTNERING 4 PROFIT •
Put Your Client First and
You Will Profit Together
You’ve established a strong rapport with
your client make sure you keep it going.
Stay ahead of the game and anticipate
their needs.
10-

31. • PARTNERING 4 PROFIT •
Challenge everything, and be consistent.

32. • PARTNERING 4 PROFIT •
Listen and respond to everything, whether
you are the expert or not. They brought it
up with you for a reason.

33. • PARTNERING 4 PROFIT •
Remember how this started, with the best
solutions for their needs. You are not a yes
man. Always do what is best for the client.

34. Be transparent to a fault.
Humanity creates connection.

35. RELATIONSHIPS MONEY
• PARTNERING 4 PROFIT •