Many service-based businesses struggle to truly understand and retain their ideal clients.In this episode, Catharine O’Leary, founder of Client Intelligence Agency, dives into using AI to gain deep client insights and build lasting relationships. With over 30 years of experience working with Fortune 100 companies, she shows how to identify your ideal client, craft meaningful conversations, and boost revenue through storytelling and retention strategies.Key Topics Covered:Why understanding your ideal client profile (ICP) mattersHow to balance lead generation with client retentionThe psychology behind quizzes for client segmentationFive essential conversations to deepen client engagement and loyaltyHow AI can reveal patterns to help you connect more effectivelyTechniques for storytelling that drive revenueGuest Links & Resources:Catharine O’Leary, Client Intelligence AgencyEmail: [email protected]: joincianow.comSpecial Offer: Ideal Client Profile quiz (access it here)LinkedIn: Catharine O’LearyAcknowledgements:Special thanks to:Carl Richards, Podcast Solutions Made Simple – LinkedInFred Crouch, Property Wizard – LinkedInJovan Strika, Hive coworking – LinkedInMelanie Webber, business partner – LinkedInWayne Pratt, Motive8U Inc – LinkedInHosts:Bernie Franzgrote – LinkedInWayne Pratt – LinkedIn🧩 SponsorsDescript – AI editing for audio & video made simple. Try it now: DescriptHive – A coworking community that fuels networking and growth: HiveProperty Wizard Podcast – Learn real estate investing from Fred Crouch: Property WizardNotionhive – Websites and apps designed to bring your ideas to life: NotionhiveEast Trade Winds – Join our community to grow business connections: Register here Call to Action:We’d love to hear your thoughts! Reach out at [email protected] to more episodes:  Motivate You – Knack 4 Business podcast
Disclaimer: Please note that the Knack 4 Business podcast episodes are meant solely for educational and general informational purposes. The information and opinions contained within are not intended to be professional advice on any subject matter. The thoughts, views, and opinions expressed by the participants are their own beliefs and do not represent the views of the podcast hosts or any affiliated organizations.It is important to note that this podcast is not a replacement for consulting with certified experts in your area who possess knowledge of your unique situation. The hosts of the podcast, along with any participants or affiliated groups, do not take responsibility for any actions taken or not taken based on the information presented in this episode.It is highly recommended that individuals seek guidance from their advisors in fields such as accounting, law, or other pertinent areas prior to undertaking any actions or making decisions that may impact their financial, legal, or other aspects of life. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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