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The Benefits of a Client Face-to-Face Strategy Session

The Benefits of a Client Face-to-Face Strategy Session

I have run my business for nine years and just before the Christmas break I had a fantastic opportunity to have a client face-to-face strategy session. My client, Shannon, is one of a few long-term clients that I support in her digital marketing and web maintenance. We worked in person for some serious business building and strategizing, and I am here to tell you, if you have the opportunity, do it!

Shannon is in NYC and I’m in Maryland so we met halfway, in Philadelphia. Our intention was to stay at an Airbnb she had set up but that didn’t work out. We ended up at the Sonesta Hotel in downtown Philly. Beautiful space and functional for what we had planned. I tell you that so you know that because flexibility was a big part of the weekend.

Going into this, we knew we wanted to work on both of our businesses. Our respective areas of expertise complement each other really well. I am a structure builder and digital strategist, and she is a kick-ass content strategy coach. We’ve worked together for three years now. We each had a list of things we needed to get done so we jumped right into our Friday work session alternating between the two of us. We worked. We had dinner. We worked some more.

Saturday was pretty similar except we decided to play for the first part of the day, have lunch, and then work until dinner. We set out to see what we could get into on Saturday morning. We didn’t have a plan. We walked down to Dilworth Park and watched the ice skaters, found the Liberty Bell and the Tomb of the Unknown Soldier. I was introduced to “real” Ramen for lunch at Nom Nom Ramen. The Ramen was great but the vegan “pork” buns were out of this world fabulous. I need to find some of those in Maryland.

Instead of working in the room on Saturday we went down to the restaurant in the hotel. The large tables in the center were perfect for plugging in and spreading out. We spent hours there working through our lists, alternating between her list and mine. By creating that focused time to work, we got a ton accomplished.

One of the main things on Shannon’s list was her re-brand. We’ve been talking about it virtually but to sit together and go over all of the pieces, to show her how I work and the tools I use, to really hear what she was thinking and how she envisioned this re-brand was priceless.

One of the main things I hoped to gain from the weekend was to have a solid content strategy in place. I have ideas written down on sticky notes, in Google Keep, in Google Drive, all over the place. And to be honest, there are so many ideas that writing my blog posts was starting to feel a bit overwhelming. I walked away with so much more than I had hoped for. I finally got super-clear on my writing process.

So, if it is ever an option to have a face-to-face, big ideas session with a client, DO IT! It is fun and rewarding all the way around.

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