Donna Bourdeau (Donna Genie) of Calculated Moves explains the firm’s client communication protocol: clients (especially VIPs) should submit questions by email with relevant context; the firm will respond either with a brief factual email, a recorded explanatory video, or by scheduling a dedicated strategy session for complex matters. The goal is timely, efficient answers and productive meeting time.
Foreign I'm Donna Bourdeau with calculated moves. Let's talk about the communication protocol that we have in our firm to help make sure that you get an answer to every question you have. We pride ourselves on being able to give you answers to questions in a timely fashion and making sure that we have very productive meeting time. To do this, we've implemented a communications protocol that's worked very well for us for a long time. So, first off, if you are a VIP client and you have a question, I will ask that you submit it to me in an email, clearly state what your question is, give me the details of what might surround our decision making on this. I'll do one of a couple of things for that. First off, if it's something I can just give you a factual answer on or point you in a direction, do that nice and quick and easy and we'll have it done. So, for example, if you said, what's the standard mileage rate for this year? I'll just send that number back to you and we'll be all on our way. Nice, timely and efficient way. If there's something that I can explain that doesn't involve a lot of back and forth and extra questions to make sure we're making the right decision, I may also just record a video for you. Sometimes things are harder to understand in written form and I can talk you through it a little bit easier. So I'll do a video like these and send it back to you via email so you can watch at your leisure. The third method, if you ask a more detailed question, maybe you're trying to go into a new line of business, considering selling your business or purchasing an additional arm of your business that might involve a lot more questions than we just want to involve in an email. We don't want to have an email thread that lasts for 80 days and has a lot of replies to it. So if that's the case, I'll ask that we gather some information and we schedule a strategy session. In that strategy session, I will be 100% devoted to helping you answer every question that you have about that matter and making sure that we come to a good, solid conclusion and both understand what the next steps are. So if you've dealt with folks in the past who have not clearly answered your questions or have kind of left you hanging with more questions than answers, those days should be past you. We work together with you to make sure that you have the answers to your questions and can empty out that brain every once in a while to load it up with some new questions. So if this appeals to you, if you have more questions for me about this, hi, I'm happy to help. I'm Donna Bordeaux with calculated moves.
