Taking a thorough approach when we scope a project with a prospective client is paramount to a successful partnership. Defining clear objectives, discussing available resources and agreeing on deliverables are key to these discovery conversations.
From scoping and planning stages to onboarding and service delivery, at Alchemist we always take a human-first approach. Putting your needs at the centre of the strategy enables us to build an effective programme which achieves outstanding results.
Scoping
One of our expert Alchemists will guide you through the scoping process to get a deep understanding of your organisation’s values, pain points and learning objectives. We value honest, clear communication which establishes concerns upfront and understands what is out of scope. Choosing curiosity over templated communications; we prefer engaging interactions that give us a real connection with you.
Onboarding
We provide a seamless onboarding process, ensuring exceptional standards are set from the start. Using our decades of experience, in-depth scoping and innovative tech, we guarantee a smooth journey that will feel like a natural extension of your learning and development team.
Learning technology provides a cost-effective, fully scalable onboarding process that won’t leave your people feeling confused. With platforms like the Learning Journey App, your learning and development strategies are easily rolled-out across the company, with the support of Alchemist experts at every step.
Service
Our dedicated team are always on-hand to provide you with the best possible customer service. We provide a full concierge service, offering you devoted account managers and design & production teams to deliver sessions that speak to your brand, values and talent.
Multilingual delivery capabilities appeal to our leading global-brand clients. Our tried and tested frameworks are an integral part of our programmes and inspire confidence among stakeholders and participants. We aim to alleviate pressure, making way for a more peaceful experience and increased client satisfaction.
Latest Publications About Client Scoping
Frequently Asked Questions
What is client scoping?
Client scoping is the process of uncovering and understanding a client’s needs and desired outcomes from a programme. Leading with curiosity, discovery calls help to get a clearer picture of how the organisation looks in its current form, what pain points the client has and how to best satisfy those needs.
How do you scope a client project?
Scoping a client project is done by asking the right questions and intently listening to answers. Effective scoping from the outset will help build a mutually beneficial relationship and secure desired outcomes for each party involved. Treating client scoping with curiosity is the best way to get more information to inform a strategy.
How do you have a scoping conversation?
Here are the steps to leading an effective scoping conversation:
- Be curious. Ask lots of relevant questions to understand client pain points and desired goals.
- Ask about budget. Understanding a budget can help set everyone’s expectations of what is realistically achievable.
- Find out what’s off limits. Talking about what is out of scope can save you time and resources later on.
- Always follow up!
What are the steps in client onboarding?
Onboarding a client requires a few simple steps: scoping, strategizing and orienting. The scoping stage will help to inform the later steps, where a strategy is put in place to achieve set goals. The process should fall within the client scope, for example – within their budget or timeline. The final stage of onboarding clients is to introduce them to any employees, systems or processes that they will be engaging with through their journey with you.
What are the client servicing essentials?
The essentials of client servicing are: industry knowledge, excellent rapport building, good communication & listening, being organised, being consistent and delivering value. With all these elements combined, your clients feel heard, taken care of and are confident in their decision to work with you.
Contact Us
To experience outstanding customer service from our dedicated and experienced teams, contact us today.