Pre-session
- Send a welcome message within an hour of booking
- Share a 1-page prep doc so the session starts fast
- Clarify the single outcome you'll deliver
During the session
- Start and end on time — always
- Take notes you can share back
- Ask better questions than they expected
- End with a crisp action list
Post-session
- Send a written summary within 24 hours
- Include the resources you promised
- Suggest the next logical session
- Ask for a review while the session is fresh
Between sessions
The relationship is won in the silence between calls. Share a relevant link once a month, celebrate a client win, or remember a detail. None of it scales — and that's the point.