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Client Relationship Mapping Exercise

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by

Ladylaura Simao

on 18 September 2013

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Transcript of Client Relationship Mapping Exercise

CLIENT RELATIONSHIP MAPPING
A
CLIENT-CENTERED
exercise using a
visual tool
to
structure and capture
our discussions about a client relationship. Our goal is to arrive at
powerful insights
and
actions
.
Brainstorming
Create space for free flow discussion
Aim for
insights
about our
relationships.

This time is valuable not because we came up with the right answers necessarily, but because we came
up with
better questions...
Client Empathy
Take off your lawyer hat and put on a curious hat, a business-person hat,
your client's hat...
Client Understand
...and ask: What keeps this client up at night?

Powerful questions
lead to
powerful insights...
How Do We Do It?
Brainstorming
Client Empathy
Client Understand
Structure & Capture
Identify Knowledge Gaps
Act
Structure & Capture
Identify Knowledge
Gaps
Everything goes on the mind map...

Thoughts...Questions...
Connections...Relationships and...
Actions...
Action
We should leave the session with
concrete actions
informed by insights...
What Don't We Know?
We may
uncover skills, knowledge base,
connections
we should have in order
to better serve our client...
What Is It?
Full transcript