Educating Clients through Transparency

By Frank HealyMay 18, 2015

Educating clients about your developmental process is vital to success. At Higher Ed Growth, our process puts schools, data providers and call centers on the same page with the shared goal of increasing transparency. In our industry, transparency can be demonstrated in several ways, such as providing accurate information to consumers, clients and partners.

Here are five key points that can help you reinforce transparency in your business:

1. Share Your Process

Sharing your lead generation process with clients demonstrates your qualifications while building trust. Trust is of the upmost importance when it comes to managing partnerships. When sharing information, it is imperative to stay in constant, open communication when setting expectations. Outlining important points such as how you gather, call, transfer and optimize data allows your clients to understand what is involved in your process.


2. Focus on Data

Providing data to clients exposes significant value to both parties. Detailed data allows companies to improve upon marketing methods in order to deliver quality, high-intent leads that will convert. Data sharing is a two-way street – just as you would expect clients to share conversion data with you, share your findings and optimizations on that data. Furthermore, sharing conversion data at a campus, program and lead level is invaluable to showing you are a respected partner.


3. Provide Recordings

Make 100% of recordings available to your clients; this allows both parties to work together to enforce compliance. Ensuring your client knows that these services are easily accessible increases transparency.  A compliance-focused process reduces errors and keeps all parties effectively communicating on expectations and outcomes. Access to reporting, from contact to enrollment, assures your clients that you are fully compliant with sharing information.


4. Disclose Landing Pages & URLs

You should be prepared to provide information about where your leads are coming from. Whether it is short forms or landing pages, clients need this data so they can audit for compliance as needed. Any landing pages and URLs that are used to generate leads should be shared with clients to confirm your sources are valid and compliant. Tracking prospects throughout the entire lifecycle on the web also adds value for optimizations.


5. Stay Client Focused

New clients may not know about your industry, so explaining your process in detail will set realistic expectation for both parties. Existing clients might be familiar with your current process, but continue to share updated procedures and improvements with them. Use your distinguished skill sets to better serve your clients, and encourage and invite feedback to embed transparency into a natural and seamless process.

A successful and productive partnership is composed of many elements, but the most important is delivering honesty and openness. Establishing trust and confidence will set the foundation for a long-lasting, successful partnership. When everyone is transparent, problems are solved more efficiently, higher performance levels emerge and together companies improve upon current business practices, benefiting everyone.


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