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The Paid Up Club

389 members β€’ Free

9 contributions to The Paid Up Club
Here is something I have noticed consistently over many years of client work.
Many professionals put enormous energy into winning a new client. And then they wing what comes next. The first 90 days of a client relationship set the foundation for everything that follows. I want to share the framework I use, because I think it is genuinely one of the most overlooked areas in the helping industry. Before the first working meeting, send a welcome pack. A personalised welcome letter, your working agreement in plain English, a short questionnaire about goals, and clear next steps. It signals professionalism before you have even sat down together. At the first meeting, cover what I call the soft contract alongside the hard one. The hard contract is what you are doing. The soft contract is how you are going to do it. How will you communicate? What does success look like? What might get in the way? Break the 90 days into 30-day segments with shared objectives. Document every win. And build trust deliberately, through consistent action, not passively through good intentions. I made the mistake early in my career of assuming trust would build naturally. It does not. It is built deliberately. The 90-day review is not an ending. It is a beginning. I am curious how structured your first 90 days currently are. Tell me which fits best: a) I have a clear onboarding process and it works well b) I do some of this but it is not consistent across every client c) I mostly wing it after the contract is signed and I know it costs me d) I am just starting out and I want to build this in from the beginning Drop your letter below.
0 likes β€’ Jun 3
@Linda Barbara Fleishman I am in a transactional business rather than a consultative or relational business in the sense that I am not a coach or a consultant that isn't to say certain aspects of the role do lend themselves to the consultative or relational side. As far as handling objections and closing things out I am mainly looking at the technical side of the business so objects often come in the form of wanting to use the product in a situation or environment that it wasn't designed for. The biggest battle is trying to get a real handle on the actual numbers that their product will sell in a year and the life expectancy of the product to be able to analyse whether the customisation we would need to do is viable to be done and recoup the costs via the sales numbers or whether we would need to charge an NRE to cover the work that needs to be done to meet the spec required. As we know marketing depts are not always that good at knowing their markets because often they want to produce something but what they are looking at is not always what the market wants or needs. I have had projects where they have said a thousand pcs a year and it went crazy and it was closer to a million and another where they were estimating 250K and they were lucky to sell 250pcs. To me it is closed out when the part is listed on the BOM as the companies I represent use Franchised Distributors to Stock and Sell the product and at the slightest hint of an objection they are looking to reduce the price. I have no control or authority over the sales people but I have been experimenting with an idea I gleaned off of Peter, which is to start my meetings by asking what would make the meeting a total success for them, which has made me having to listen more and so far has produced some strange results with the way the meetings have gone. Some of this is down to me not writing or phrasing my questions as objectively or as sharply and concisely as maybe they should. More practise needed in crafting my questions.
0 likes β€’ Jun 5
@Linda Barbara Fleishman So far a little confusion because they haven't been asked that sort of question at the start of a meeting and therefore they haven't been prepared to go down that route so it has them digging to answer but sensitive questioning and allowing them to talk about what is concerning them rather than pigeoning then in to talking about my products specifically has been illuminating and allowed me to find out far more about them and their projects than I perhaps would have done otherwise. I think also it allows them to realise that I am not going to be pushing to sell them something they don't need or want; it also shows up that if i go directly into my "pitch" we miss things because there are so many different labels and ways to categorise many of the products I sell that what I am describing doesn't relate to them but if I let the conversation coalesce around what problems they are experiencing we end up identify what is of interest to me but they are looking and and using different terminology, so in other selling situations we miss because of a language discrepancy. Early days but so far exhilarating and informative but as I said in my last post needs practise and being more thoughtful in my questioning and being adaptive to throw away my ideas/agenda and run with theirs!
Apr 24 β€’Β 
Marketing
Better clients. Better follow-up. Better use of AI.
@Darryl James and I have put together a three-session live online programme. It is called Lead Generation and Beyond! AI: More Clients, More Easily, More Often Here's why we created it. A lot of people are talking about AI right now. Very few are showing professionals how to use it in a way that is actually profitable, persuasive, and does not sound like it was written by a machine. Between us, Darryl and I have spent well over 40 years in lead generation and business development, plus the last few years testing AI properly. Where it helps. Where it hurts. And how to use it in the real world without losing the human touch that wins trust. We have already made the mistakes, tested the tools, and found the shortcuts. The idea is that you do not have to. Across the three live sessions we are going to cover how to: β€’ Attract better-fit clients β€’ Communicate your value more clearly β€’ Use AI to save time without losing quality β€’ Follow up more effectively β€’ Convert more of the opportunities already in front of you Because these are live sessions you can ask questions as we go and get real answers in the moment. The first session is on Thursday 30th April. The full 3 x 90 minute session programme is only Β£100 plus VAT. You also receive the recordings, the transcripts, and Darryl's latest AI Business Playbook (worth Β£49) as a bonus, so even if you cannot attend every session live, you will not miss out. If this sounds like it is for you, reply below or click the link and grab your place. https://www.peterthomson.com/lead-gen-and-beyond
Better clients. Better follow-up. Better use of AI.
0 likes β€’ May 1
The 1st Session was superb, detail enhanced what I knew and took it to another level. Can't wait for the 2nd and 3rd sessions. Now reviewing and trying to put a structure in place to follow through on all the good ideas. 10 out of 10
Apr 22 β€’Β 
Marketing
Here are four questions that remove resistance in your marketing before it even starts.
Here is a simple framework I use every time I create anything designed to persuade. Four questions. In this exact order. Why you? Before anything else, tell the person why this is relevant to them. If you skip this, they are already thinking: is this for me, or is this just noise? Why me? Why should they listen to you specifically? This is where your credibility does its work. Answer it before you say a single word about what you are offering. Why this? Now, and only now, you talk about what it is. The first two questions create the frame. This one fills it. Why now? Not always needed. But when there is a genuine reason, a real reason, not a manufactured one, this question creates the kind of clarity that turns interest into action. Four paragraphs. Four questions. One framework. I use it for emails, videos, web pages, talks and proposals. Every single time. And here is the thing that makes it so valuable. Resistance is created through a lack of clarity. When you answer these four questions well, resistance rarely shows up at all. People do not push back on an offer that is clearly for them, clearly from someone credible, clearly the right solution, and clearly needed now. They simply say yes. I am curious which of the four you find hardest to answer well. Tell me which fits best: a) I skip straight to the what without setting the frame first b) I struggle to position my own credibility without feeling awkward c) I rarely think about the why now and I suspect it is costing me d) I use this kind of approach already but I want to sharpen it
1 like β€’ Apr 22
All have been relevant a periods in the past but recently I moved to D) it is not easy to answer them with honesty having I either by passed them in the past or constructed frameworks which have had biases attached. The process is tortuous and I have had to redraft several attempts as self doubt and imposter syndrome language has found its way in. I am still looking for my voice "Uncle Peter"
What would you most like help with in our next 1-hour webinars?
We’re going to be running more 1-hour webinars inside the Paid Up Club. To make sure we cover what would help you most, please tell us which areas you’d most like support with right now. Tick the option that best fits where you are at the moment, and if there’s something else you’d like help with, add it in the comments below.
Poll
8 members have voted
4 likes β€’ Apr 17
@Peter Thomson @Rachel Groves over a period of time all of the above would of interest with your inimitable take on them. Particularly "Communicating my value more clearly", "Using AI in a practical way for my business" - although I think a lot of this will come out in the 3 week course you and Darryl will be presenting shortly and aligned with this would be "Creating better messages, emails and content" again some or all of this will be part of the 3 week course mentioned in yesterday's webinar and which I have signed up for, so very much looking forward to attending that - all 3 dates are red circled in my calendar...
Apr 14 β€’Β 
Marketing
The Signature Snapshot: One Story That Wins Clients Before You Even Speak
Many Consultants, Coaches and Business Professionals I speak to are brilliant at what they do. But when I ask them what makes them different, they say the same things. Quality. Service. Experience. And I understand why. Those words feel safe. They feel true. The problem is, everyone says them. So they land on your ideal clients and just... wash over. What I have found works far better is what I call a Signature Snapshot. One short, true story. Three parts: the situation your client was in, how you helped them, and the result they got. When you have it, you stop explaining and start demonstrating. Prospects do not need persuading. They simply recognise the proof of what you have already done for people like them. And here is the part I find most exciting. One story contains five to ten pieces of content. Posts, videos, articles, even a book chapter. You are not starting from scratch. You are mining what you already know. I am curious where you are with this right now. Tell me which fits best: a) I have strong client stories but I have never turned them into content b) I struggle to put what I do into words at all c) I already use stories but I want to make them work harder d) This is new to me and I want to know where to start Drop your letter below.
2 likes β€’ Apr 14
b
1-9 of 9
Jeremy Biggs
3
37points to level up
@jeremy-biggs-3966
Manufacturers Representative for a number of small US Manufacturers who want a sales and marketing presence in the UK & Ireland. www.reptronics.co.uk

Active 14d ago
Joined Dec 19, 2025
Banbury