Client Interactions

Every touchpoint builds or erodes trust. Learn how to turn daily interactions into long-term client confidence.

Client interactions go far beyond formal meetings—they include emails, site visits, and quick calls. Each one shapes perceptions of your firm’s reliability and professionalism. In this topic, you’ll learn how to build rapport quickly, handle difficult conversations with transparency, and maintain consistency across all touchpoints. We’ll explore techniques for active listening, aligning expectations, and ensuring that every team member projects the same standard of professionalism. Strong interactions accumulate into trust, loyalty, and repeat business.

my library units


If you'd like to contribute new units to the library, go to your dashboard under the "contribute to the library" tab. Complete the form for your unit, which could be an article, video, interview, prompt set, template or exercise. Choose up to two topics for each unit. Your contributions will show here under "my library units".

my group's library units


If you'd like to see your group contributing units to the library, encourage them to explore Twennie's topics and find ones they feel confident talking about. They can share within your group only, your organization only, or with the whole Twennie community.

my organization's library units


Organizations with a culture of learning are stronger and more successful. If you'd like to see your organization contributing units to the library, start by contributing yourself. Write articles and record videos on topics that interest you. If you have templates and exercises that have been useful to you in the past, share those, too. Your organization will follow your lead.

Twennie's library units


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VIDEO: The Subtle Art of the Terrible Client Meeting

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EXERCISE: The Subtle Art of the Terrible Client Meeting

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VIDEO: Interviewing a Client More Strategically