Overcome growing pains by following these client onboarding best practices.
The interest for your services are growing every week, and you just landed a dream client. It feels like your business is growing—and that’s a wonderful feeling. Do you know what’s really going to make all the difference, though? Could you pinpoint what percent of customers converted because of your great customer experience? Are you aware of how clients view your presentation and services?
Streamline your Offer
This step will set you up for automation. There’s so many tools out there, and there’s also a ton of services. To separate yourself from the noise and endless options figure out your specific niche. Make your offer and messaging clear by having 3-4 consistent packages or options. Make sure they align with your main offer or service. It’s easy to confuse clients so keep it simple! Don’t make it complicated.
Ensure you don’t stray away from these packages to allow clients to pick and choose parts they like. Consistency is key to scaling along with proven systems. If clients don’t want to pay for a service within a package they
simply miss out on that service and it’s their loss if they don’t want to utilize your
expertise in an area that’s offered within a package. Packages can always be
adjusted if you find a consistent theme as you book more clients. Structure your
offer in a way that highlights your expertise and the niche you serve!
A Great CRM = Excellent Customer Service
“If you don’t, you aren’t alone. Creating a seamless experience for new leads doesn’t come easily for a lot of businesses both new and experienced, but plays a big part in helping you grow your business. It may feel like a lot marketing, serving new leads coming in, serving new clients, working with existing clients, offboarding etc. Which is why automating as much as you can is crucial to your survival and providing great customer service.
“With a little strategy and set up you’ll be on your way to creating a great backend system. Focus on being the creator you are, and free up time so you can make more money and serve more people.”
Getting your CRM setup is a long term investment. It’s also better than working with a coach because not only are we business strategists but we actually do the work that a coach would normally delegate to you to complete. They sell you a course or knowledge that you have to complete yourself anyway. I don’t just provide you witha bunch of knowledge and leave you on your own but I actually help you workout your processes, workflows and implement. I help build your entire system for you and then teach you how to run with it. It’s like entering a relay race with a team and having the best runner at the front setting the team up to beat everyone and handing you the last baton to go finish and win. Need a recommendation? Check out my reviews of honeybook and dubsado HERE. They’re both great affordable options.
Your Process is your Workflow
If your process is chaos, you’re just going to automate chaos
– Daniel Murray of Marketing Millenials
Your business process is your workflow. Make sure you write it down or have it documented. Not only will this clear cobwebs in your ability to be the visionary in your business but will break down the necessary steps to get there. It will prepare you to make your first hires and delegate!
Let’s make this clear,your workflow is a living growing process. There’s no one-size fits all, and it will change. As your business grows and new challenges or problems come up you will need to shift your process and add, change, or remove parts that will put out fires or don’t make sense.
Consistency isn’t Glamorous
This topic is long overdue and FINALLY making its rounds within business and entrepreneurship circles. Consistency will be the key to getting your business working for you.
One question I want you to ask yourself is what do you need to be consistent in? In other words what are you currently doing now and what’s working? You’re going to need totake an analytical look at your business to determine this. CEO’s don’t make data driven decisions.
This will include
- providing great customer service
- delivery of results or a product that clients love
- lead generation that works
- nurturing potential clients
- your follow up
- project management