Whether legal, financial or consulting, explaining your position clearly, concisely and logically is at least as important to your success, and your firm’s, as the technical knowledge behind it. It is just as critical to winning and keeping clients and talent. Across sales, scoping and pricing calls, delivering bad news, and the review that develops a team member, Ovida measures these conversations against your firm’s benchmark, gives feedback, and lets people practice until performance lifts.
The challenge and the opportunity
Paying clients and deadlines nearly always override costly scheduled training.
Ovida provides bite sized training and development in 10-15 min time slots with measurable criteria and trackable progress of the individual. Cost effective and scalable
Managers are time poor with multiple competing teams, and demands across a portfolio of clients meaning on the job training rarely occurs as promised and needed
Ovida’s AI coach is always available to run an idea or conversations past and validate to get suggestions on how to improve.
Seldom does a professional service practice have the perfect balance of profitability, client portfolio and staff skills and capacity so feedback comes last and late to the team member.
Feedback is immediate and specific with strengths and improvement areas suggested, with the immediate ability to rehearse and put straight into practice
A firm’s quality requirements live in a handbook and in the heads of its best partners. Neither reaches the conversation while it is happening.
Whether industry best practice or your firms tailored requirements, Ovida measures the conversations that count, against these benchmarks, providing real time training and delivering immediate return on your investment.
Your engagement benchmarks, your risk and independence obligations, the way your best partners handle a difficult client becomes the base of the model that each conversation is scored against. Every feedback point is specifically identified by Ovida, so that the individual can understand exactly where they need to improve.
Client conversation behaviors
In practice
Winning and delivering paid client work is core to the commercial success of any firm, so being able to measure, practice and improve the conversations below is critical to both. Ovida delivers your firm’s training and expected benchmarks in a scalable way, putting learning and development within reach of everybody.
A partner meets a prospective client who does not yet know they have a problem worth solving.
Is the opportunity spotted and framed, or left on the table?
Ovida measures how that conversation goes, reviews it against your firm’s expectations, and lets people rehearse it, so more first conversations turn into paid work.
The project has crept beyond its original scope, and somebody has to raise the fee conversation without damaging the relationship.
Does the scope change get named, or quietly absorbed?
Ovida measures how these conversations are handled, reviews them against your firm’s expectations. People can then rehearse the fee discussion before it is needed, so scope creep gets identified and paid for instead of written off.
The technically correct answer is one the client does not want to hear.
Does the advice land, or do they shop for a different opinion?
Ovida measures how these conversations land, reviews them against your firm’s benchmarks. People can then rehearse delivering difficult news, earning the client’s respect and getting paid for the value delivered.
A junior’s review can become a box-ticking exercise, or the conversation that actually develops them.
Does the review develop them, or merely record them?
Ovida measures how managers handle these reviews, reviews them against your firm’s expectations. People can then rehearse the harder conversations, so development rather than attrition becomes the default outcome.
Scope creep and fee erosion happens one small concession at a time. Ovida measures the conversations that count in demonstrating value, explaining scope changes and maintaining margin on the engagement.
Fewer write-offs, early agreement on changesOvida avatars support every individual, through their careers, to meet the skills, behaviors and values of your organization. With immediate feedback, support for what is working well, and opportunities for improvement and growth.
Your personal career coachOvida supports the team member to understand what part of the conversation in the interview or the meeting could be improved, and allows future role plays, rehearsal and improvement to be measured.
Continuous improvement and learningOvida becomes your personal agent, providing individual feedback and guidance at all stages of your career. For soft skills and technical training and support.
Ovida allows the professional to rehearse your organization's expected skills for each stage of your career, with specific measurable feedback and the ability to rehearse and continually improve.
Ovida can take any conversation, whether negotiating a fee, closing a transaction, or managing a difficult staff member, and allow the business owner to role-play how best to perform the conversation, according to the firm's ethical guidelines, empathy, and support for the individual, providing real-time feedback.
Ovida measures the conversations to identify whether the firm's benchmark standards on risk, independence and compliance have been met, providing specific feedback on where improvement can be achieved.
What Ovida measures, how the scoring is checked, what happens to your data, and the questions people ask about professional services.
Read the FAQsOther places conversations carry consequence
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