TOOLS
Relationship Value Matrix
Relationships create value far beyond a transaction. This matrix helps you discover all the places value lives.
Pick one relationship. Who receives value because it exists, and what do they receive?
A real estate example
| VALUE CREATED THROUGH... | CLIENT | FAMILY | FRIENDS / NEIGHBORS | NETWORK / COMMUNITY | AGENT / BUSINESS |
|---|---|---|---|---|---|
| Expertise & Advice | Peace of mind; confidence in choices | Learns about options | Learns options; creates curiosity | Better choices help protect property values | Trust deposit |
| Trusted Connections & Access | Faster access to someone trusted | Less worry about who they’re hiring | Gains a trusted new resource | Builds trusted local vendors | Trust deposit; stronger network |
| Information & Insight | Understands value and options | Left blank | Better local market knowledge | Left blank | Deeper market context |
| Better Decisions/ | Avoids costly mistakes | Household needs get considered | Left blank | Left blank | Deeper understanding of client |
| Time & Convenience | Less searching, vetting and worrying | Less household stress | Left blank | Good providers find good customers | Network becomes more useful |
| Economic/ | Protects home value; avoids waste | Left blank | Left blank | Local businesses grow | Repeat business; referrals |
Look closer at access.
Our client’s A/C quit in June, in Texas. Jeff showed up that day because we asked him to. Our relationship capital created value for someone else.
Ready to protect that value?
Once you can see where the value lives, the System Assumption Audit helps you check whether your systems protect it or slowly wear it down.
Run the System Assumption Audit →