Introduction
Count Out Loud, a dynamic firm in the creative sector, recognised the need to enhance its advisory and client engagement processes. Associate director Blake Jenkins was looking to adopt new technology to systematise services, create internal efficiencies and ultimately drive growth.
The challenge of top-heavy delivery
Count Out Loud struggled with the top-heavy and inconsistent nature of its advisory services. The lack of documentation meant client information lived in individual team members' heads.
"Previously, advisory services haven't been well documented and left us with information in one person's mind but not spread across the team working on a client from a holistic standpoint," Blake explains.
"The check-in is invaluable as it gives us an insight into the client's issues before the meeting, allowing us to adequately prepare so the clients get the most value."
Blake Jenkins, Count Out LoudWhy Count Out Loud chose Brieff
Blake chose Brieff for its comprehensive approach, going beyond what tools like Typeform and Google Forms could offer. "Brieff adds multiple different layers to the client and advisor experience," he says, allowing a tailored approach for each client while providing consistent structure across the firm.
How they use Brieff
Count Out Loud significantly improved meeting preparation. "The check-in is invaluable as it gives us an insight into the client's issues before the meeting."
Action points with due dates, allocated between client and advisor, streamlined communication and accountability, saving time on follow-ups and eliminating confusion over responsibilities.
The impact
Clients have indicated in their feedback that sessions are now more structured and focused, allowing for more efficient use of time and resources. Most notably, Blake adds, "the check-in questions about feeling and tracking have been great", improving the client relationship with the offering.
