As small business advisors, we want to give all of our clients a professional service experience.

A challenge is that every meeting is different and every client must be serviced differently. However, the real problem is how we can create a client journey that is both flexible and standardized at the same time.

The truth is that trust is created both through consistency and customization.

That’s why we need to be able to take clients through an individual client journey rather than a generic client journey.