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Build Relationships, Not Just SOPs: Where Teams Fall Short
Episode 918th April 2026 • More Than A Brand: CX Podcast • Lindsay Tramel-Jones
00:00:00 00:19:42

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Lindsay Tramel-Jones explains that when a service business grows, client churn often comes from a missing relationship standard—not a skills problem—because team members default to their own client style when expectations aren’t explicit.

She describes how an original hire may deliver 80–85% of the founder’s standard by proximity, a middle hire 60–70% through partial observation and SOPs, and a newest hire 40–50% by relying on personal instincts, creating inconsistent client experiences that clients notice before the CEO does. She notes research that clients leave due to feeling unappreciated (68%), perceived indifference (34%), and inconsistent experience (18%). Addressing veteran-owned businesses, she distinguishes operational excellence from relational consistency and argues a standard is not a script: define what great looks like while letting each team member deliver it through their strengths.

She invites listeners to assess gaps with the free Flow Lab tool and apply to Flow Tribe to build the standard together.

00:00 Episode Setup

00:26 Show Intro

01:06 When Standards Drift

03:19 Founder Standard Problem

04:35 Ops vs Relationship

06:17 Standard Gets Diluted

07:44 Three Team Versions

08:02 OG Hire Strength

09:38 Middle Hire Gap

10:50 Newest Hire Reality

12:21 Veteran Founder Pushback

13:18 Script vs Standard

14:37 Build Like a Unit

16:29 One Question Close

17:40 Free Tools and CTA

18:14 Final Outro

RESOURCES To Get Started

Start FlowLab free — Relationship Health Assessment:

Apply for FlowTribe:

Book a discovery call

Book Lindsay For a Keynote

Mentioned in this episode:

FlowTribe Team Engagement

68% of clients leave service businesses not because of price or a competitor — because they felt unappreciated. That is not a marketing problem. That is a relationship problem. And it almost always lives in how your team shows up when you are not in the room. FlowTribe is the two-week team engagement Lindsay Tramel-Jones built to fix that. Not a course. Not coaching for the CEO. A facilitated engagement for your whole team — using your FlowLab data to diagnose exactly where the client relationship is breaking down, train the team to build a stronger standard, and assign clear ownership to every touchpoint. By the time FlowTribe ends, your team knows how to build the client relationship without you in every conversation. Applications are open. Founding client spots are available at a reduced investment. Go to Flowtribe.co to apply.

Transcripts

Speaker:

I am so excited to get into

this episode because I'm gonna

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do a little bit differently.

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I'm going to incorporate some things

that I've seen over my 20 year career

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in the military, but I'm also gonna

tell you why it is important that.

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Team not only understands what the

standard is for your business and how

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to interact with your clients, but

you also leverage their strengths.

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Are you ready?

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Let's get into it

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welcome to More Than a Brand, the podcast

for growth stage service business CEOs

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who are tired of watching clients they've

already earned quietly walk out the

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back door while they keep spending money

in the bring new ones in the front.

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I am Lindsay Tramell Jones,

the CEO of Purify consultant.

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I am a client relationship

strategist and an army veteran.

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This show is about the one thing

most business advice skips entirely.

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The relationship your team builds

with clients every single day.

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This isn't about marketing a

it is about the relationship.

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You've done the hard part.

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Let's make sure your team

can sustain what you build.

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This is more than a brand.

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Let's get into it.

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Okay, so let's say you hired someone

great and they're not just capable, not

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someone that you're like, all right,

this is good enough for government work.

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Like someone whose skills

complimented exactly what you need.

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Their values felt aligned, and

they showed up to the interview

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and said all the right things.

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Of course you hire them and once you hire

them, you give them your SOPs, you walk

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them through the onboarding, you introduce

her to your clients, and you watch her

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perform well in the first few weeks.

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And then somewhere, let's say around

month two or three, something shifted

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and it wasn't like a dramatic, oh my

God, I can't believe you said that shift.

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It was just a quiet drift.

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She, let's say she starts responding

to leads in a way that felt just a

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slightly little bit off brand or a

little more transactional because you

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know, you built that relationship,

there should be some warmth behind it.

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Or maybe the follow through was

there and the task was done, but

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the standard was just a little.

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And once you notice those things,

your first instinct is to ask if

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something was wrong personally.

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Like, are you overwhelmed with

something going on at home?

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Was she losing interest in the role?

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And let's say she says everything's fine.

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And for all intents and purposes,

she is telling the truth.

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Nothing is wrong with her.

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Particularly, everything was

wrong with the situation.

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What you saw unfold was not a performance

problem, it was a standards problem.

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What happens is when there is no standard

on how to build relationships with

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customers, people are gonna default

to their own natural style, their

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instincts about how to work with clients.

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And it is not her fault if the

standard she was supposed to be

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delivering was never made explicit

enough for her to come back to.

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She's just gonna go with what she know

and you don't know what you don't know.

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And here's the part that makes this really

important, and the part that sucks the

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most about this entire situation is that

the client is gonna notice before you do.

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And that is what we're

talking about today.

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y'all know I'm gonna keep it 100 with you.

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And this is the part I want to make sure I

say clearly because most business content

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dances around this and I'm not going to,

'cause that's not what we are here for.

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When you build a service business, you

build it on a relationship standard

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and that standard is your standard.

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And when I say your standard, I

mean by the way, you show up in a

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difficult client conversation the

follow through that happens without

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being asked the way you remember what

matters to every person you work with.

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Listen, the consistency a client can

count on regardless of what else is

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happening, is something that you delivered

when you were a young, scrappy founder.

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Unfortunately.

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You didn't write that down.

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You didn't have to, and it was

because it was based off your lived

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instincts, shaped by your values,

your discipline, and your experience.

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Why would you write it down?

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And for a long time that was enough

because you were doing everything.

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You were the CEO, the CFO, the graphics,

the marketing, you was all the pieces.

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So you were the standard, but

then you grew and you had to hire

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because you can't be everywhere

and you can't do all the jobs.

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However, your relationship standard

for your clients never got.

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Transferred to your team.

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This next part is something that comes up

specifically with veteran owned service

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businesses because I hear it all the time.

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things like my team is

operationally excellent.

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First of all, we not write

evaluations or they say they

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execute, they deliver results.

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They show up on time and do the work.

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And that is absolutely

true when a team is built.

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With someone with a military

mindset, the team members are

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often extraordinary operators.

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Precise, reliable, good, under

pressure, but the gap that nobody

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talks about is operational excellence

and relational consistency.

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Those are two different standards.

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You can run a flawless process

and still leave clients feeling

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like a transaction, feeling like

another number you can deliver.

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Excellent client, work on time, on

budget, on scope, and still lose

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the renewal because the client never

felt like they mattered to the team.

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Beyond deliverable.

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I've heard people say their

work is excellent, but I don't

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really like them as people.

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That causes people not to

refer you and not to come back.

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And unfortunately we always think it's

a skills problem, especially being

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a person with a military background.

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And it's not always a skills

problem, it's a standards problem.

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You are not meeting the standard

friend and the standard that is

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missing isn't warmth or personality.

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It's not asking your team to

be something that they're not.

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It is a relational equivalent of what

every military unit already understands.

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Everyone needs to know their role.

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Everyone needs to know their touchpoint.

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Everyone needs to execute to the same

defined standards using their abilities.

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Now, let's take it one step further.

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So we talked about there's,

there should be a standard Yes.

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And we'll get more into that.

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But let's talk about how the first

person you hired, let's say you're

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og, they learned a relationship

standard by being in the room with you.

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So she got a pretty good version.

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Let's, let's say maybe, maybe 80%

the next person got her version.

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From the person who had

already been translated once.

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So she absorbed the 80% version,

not the original like your OG

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did, and then your new was higher.

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She got the onboarding

document, the task list.

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She's filling out the rest

with her own instinct.

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So right now, in your business today,

you don't have one team delivering

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one client relationship standard.

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You have them delivering

different versions of it from

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each member, owner on your team.

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Research shows that 68% of

clients leave service businesses

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because they felt unappreciated.

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34% lead because of perceived

indifferences, and 18% lead

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because of inconsistent experience.

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That's more than half of all client churn.

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Caused by exactly what I just described.

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The clients are not leaving BH

your team is bad at their job.

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They're leaving because your team is

inconsistent and inconsistency in service.

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Businesses almost always come

back to the same route calls.

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A relationship standard was

never built for the whole team.

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So let's go back to these three

different versions of your business

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that your three team members are

delivering, and as I describe them, I

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want you to think about your own team.

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Think about the people you have,

and if you have three people,

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you're gonna recognize all three.

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So let's go with version one, your

og, the original that's been here.

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This person who was there when you were

building, she watched you handle your

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first difficult client conversation.

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She was in the room when you

adjusted on the fly because you read

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the client's energy and knew the

original approach was not gonna land.

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She's seen you stay on a call 30

minutes longer than you planned

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because a client needed to feel

heard before they can move forward.

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She does not do it exactly the way you

do, but she understands the standard

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and she gets the why behind the how.

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When a client hits a rough

patch, she knows to slow down

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and connect before she solves.

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Think of it this way.

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If you have ever served in uniform, you

know what it means for a junior soldier

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to absorb the standard of a senior

leader just by being in proximity.

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You watch how they handle pressure.

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You observe how they communicate

up the chain, down the chain.

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You see how they manage the

people around them in moments that

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were never covered in training.

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You internalize the standard

before anyone formally teaches it.

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That is exactly what your original did.

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She absorbed your relationship

standards by proximity.

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She's delivering maybe 80 to 85% of it.

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The gap is small enough that

most clients don't fill it.

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This person is your most valuable

team member, and she is also

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your biggest single point of risk

because if she leaves, she takes

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all that absorbed version of the

standard with her, and nobody else

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on the team has that same depth.

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All right.

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Now let's move into version two

of what people are delivering.

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Let's call this the middle hire.

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This person joined when you

were a little further along.

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You had more structure.

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By then, things were

documented, clear process.

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You had less time to sit with her

and walk through all the nuances.

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So what she got was a onboarding.

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She got SOP, she watched.

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The original for a few months and

picked up some of the tone and the

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rhythm, but she missed the why.

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She knows what great looks like

in the situations you planned for.

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She is less sure about

the ones you didn't.

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She's sitting here thinking,

they didn't train me for this.

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When something unusual happens with the

client, a delay in miscommunication,

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a moment where the relationship needs

to be held carefully, she handles

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it competently, but the client does

not feel quite as taken care of as

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they do when the original handles it.

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So what she is delivering is

maybe 60 to 70% of the standard.

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Now, that's where the gap is visible

to clients who have been around for a

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long enough time to know the difference.

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Now version three.

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Lord Helper, she joined

in the last few months.

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She got the most polished

version of your onboarding 'cause

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you've been working this thing.

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So the most complete SOPs,

the clearest road description.

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And she's working hard.

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She's doing everything that you ask.

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But she has never seen you with a client.

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She has never watched your original

navigate a difficult moment.

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She has not yet had enough experience

in your business to understand

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what the relationship standard

actually feels like in practice.

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So she's using her own instincts, which

are not wrong because you hired her.

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'cause she's a good person

and she, her values align.

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They're just hers.

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She is showing up to your clients

with genuine effort and completely

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different approach than the one

that made those clients choose

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your business in the first place.

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So what she's delivering is

maybe 40 to 50% of your standard.

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And it's not because she's failing, it is

because nobody ever transferred it to her.

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And here's what I want you to sit with.

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These three people are on the same team.

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They're representing the same brand.

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They are in front of the same

clients, and they are delivering

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three different experiences.

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The clients who have been with you

the longest feel the inconsistency.

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They can't always name it, but

something has shifted in how it

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feels to work with your business.

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And the newest clients, the ones

that came after the newest person

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joined, they have never experienced

their original standard at all.

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They only know the translated version.

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I told you I was gonna do this episode

a little bit differently, so I want

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to name something specifically for my

veteran-owned businesses out there.

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And I say this with the Fullish

respect because I have lived in

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this culture myself for almost

20 years, a few months shy of 20.

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And sometimes when I talk about

relationship standards with

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founders who come from a military

background, there is resistance.

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Y'all know how we do.

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It sounds like soft skills training.

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It sounds like asking your team

to perform warmth and don't nobody

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care about those feelings, and doing

things , they may not naturally have.

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Like you're trying to turn

operators into salespeople.

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And I hear that and I want

to address it directly.

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Flow Tribe does not ask your

teen to be something they're not.

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It is not hand everyone the same

script and make them deliver it

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with a smile and say, my pleasure.

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It is not ask your most analytical

person to suddenly become the most

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emotional, expressive person in the room.

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What it does is something

more precise than that.

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It identifies what each person on your

team is already naturally good at.

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The strengths they bring to

every client interaction and.

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Builds a shared standard around

those strengths so that every

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client gets a consistent experience

no matter who they're talking to.

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So your direct communicator does not

have to become the warmer if she needs

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to know that directness delivered with

clarity and follow through is her specific

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contribution to the relationship standard.

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Then that's what we're gonna do.

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Or your most detail oriented person

does not need to become a chatter.

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You don't need to be a chatter Cathy.

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She needs to know that precision

and reliability are exactly what

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the client needs from her T touch

point in the customer journey, and

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while building that relationship.

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The standard defines what

the client should experience.

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The team defines how they should

deliver it, and that's the difference

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between a script and a standard.

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A script tells everyone what to say,

and a standard tells everyone what

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great looks like and them to get there

using exactly what they are best at.

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So think about it this way, a

military unit does not function

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by making every soldier the same.

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Everybody ain't gonna be a.

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The best it functions by giving

every soldier a clear role that

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plays through their specific

strengths or job and holding everyone

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to the same mission standard.

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The soldier who is extraordinary

with, I'll say taking photos because

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I was, and I'm in public affairs.

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And visual information does not operate

like the one who's good at logistics.

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Their styles are completely different.

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Their way they brain thinks is different

and their strengths are different.

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Just overall, the way they show

up is different, but they are both

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executing to the same standard, both

accountable to the same mission,

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and both clear on what success

looks like for their specific role.

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That is exactly what Flow Tribe builds for

client relationships inside your business.

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Not a team of people who

all show up the same way.

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We don't need a bunch of clones.

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It's a team of people who each know their

point, play to their strengths at that

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touch point and deliver a consistent.

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Client experience because the standard

was built around what the whole

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team is actually capable of doing

together, not in the individual silos.

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Your original doesn't

need to be replicated.

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Your newest person doesn't

need to become the original.

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She needs a standard that was

built with her role in mind.

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One, she helped design, one she

owns and the one she can deliver

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authentically because it was a build

around what she's actually good at.

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That is the standard that hold.

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Before I close out this episode, I

wanna leave you with one question.

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If you pulled your whole team together

tomorrow, every person who touches

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the client relationship from customer

facing to the back end, and you ask each

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of them to describe in two sentences

what a strong client relationship

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looks like in your business, would

they all give you the same answer?

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Not word for word, but directionally,

would it describe the same standard, the

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same accountability, the same ownership of

their specific role in the relationship?

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If the honest answer is yes, you have

something most businesses never build.

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You have a relationship standard that

lives in the team, not just in the CEO.

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If the honest answer is

no, it's not failure.

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That's the most common situation in

every service business I've ever walked

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into, and it's fixable you don't have

to ask your team to be different people

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to fix it, but you have to give them

the clarity and the ownership and

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accountability structure to deliver the

same standard every time, regardless of

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who the client calls, what day it is,

or whether you're in the room or not.

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The first step is seeing

where the gaps are.

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Flow Lab does exactly

that and about 30 minutes.

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It's a free assessment tool that

we've created, and it'll show you more

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about where your relationship standard

is holding and where it's drifting.

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Go to Flow lab dot ified agency.

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The link will be in the show notes

and if you're ready to bring your

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whole team into a room and build the

standard together, that is Flow Tribe.

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The applications are open

and you can learn more about

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Flow Tribe at Ified agency.

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Thank you for being here and

listening to this episode.

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If it landed, share with the founder

who's building a team and is tired

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of watching a great standard.

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Get translated instead of transferred.

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This is more than a brand, and

I'll see you in the next episode.

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I hope you enjoyed this

episode as much as I did.

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Remember, hit that subscribe button

so you can stay up to date find us on

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social media at Fierceified dot Agency

on Instagram or find us on Facebook

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at Fierceifed Creative and Consultant

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