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Webinar · On-demand

What the grass at Ohio State does that your process does not

Accounting firms spend enormous amount of time chasing clients to follow their process. Documents come in late. Portals get ignored. The same follow-up email gets sent for the third time this month. The usual response is more reminders, stricter deadlines, and better instructions.
None of it works.

In this Out of Scope: Lunch and Learn, we walked through the desire paths principle, a 100-year-old idea from landscape architecture, and how it explains most of the client friction you deal with every week.

Includes a live writing exercise.

ES

Elad Shmilovich, Head of Marekting @Anchor

Teaser · 1:12 / 7:001080p · HD

20

Min on-demand replay

Webinar

Out of Scope

Lunch & Learn series

Free

To watch always

Chapters

0:00

Universities, sidewalks, and the trails students actually walked

2:30

The Oval at Ohio State: from grazing land to paved paths

6:30

Your clients have been drawing these across your firm

8:30

Live exercise: list every workaround

12:00

The caveat: preference paths vs risk paths

13:50

The move this week: ask them why

18:00

Q&A

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