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Created a few threads for the solo service providers.
This is an updated version of my 7-day email course I created a few years ago, so I broke it down and added better tools for bosses on a budget.
First thread - creating onboarding + offboarding system.
This is an updated version of my 7-day email course I created a few years ago, so I broke it down and added better tools for bosses on a budget.
First thread - creating onboarding + offboarding system.
#30DaysofThreads (10/30): Create a streamlined client process
If you're repeating the same things over and over again, forgetting what to do next, or always starting from scratch for every project, this is for you!
If you're repeating the same things over and over again, forgetting what to do next, or always starting from scratch for every project, this is for you!
The main goal is to have a consistent process that you + your team can follow so you can spend more time taking care of clients + working on money-making tasks.
Doing this will also improve CX, impress clients, and simplify your workflow.
Doing this will also improve CX, impress clients, and simplify your workflow.
Before we start - Did you read one of these guides to refresh your brand? - https://twitter.com/msguery/status/1240764703380516865
Esp. Building a Storybrand (aff - https://amzn.to/33vIrhT ) This book will help you clarify your message so you can attract + convert ideal buyers.
Esp. Building a Storybrand (aff - https://amzn.to/33vIrhT ) This book will help you clarify your message so you can attract + convert ideal buyers.
Outline 1st start by mapping your current process. (Sample process below if you don't have one)
Write down every step starting from when a potential client lands on your site to wrapping up the project, and everything in btwn.
ReviewHow can you make it easy for ideal clients to book/buy/connect w/ you?
What can you improve or remove?
What can be automated? Check Zapier to see which task can speed up your workflow - https://bit.ly/3e63Tia
Are there any email templates you can create to save time?
To-dosTest your new process to make sure everything is working as planned.
Then add this to Asana, Trello, Docs, or http://Process.st .
Keep making improvements after you receive feedback from your client or at least every quarter.
If this is your first time creating one, here's a quick sample process for inspiration - https://bit.ly/2UWxEub
What's next? Creating an intro packet/services + pricing guide, proposal, welcome guide, and thank you packet.
What's next? Creating an intro packet/services + pricing guide, proposal, welcome guide, and thank you packet.
Grab this Client Ready Kit w/ the tools you need to manage clients + projects (plus all tips from this thread) - http://bit.ly/cr-toolkit
Going to add some goodies for the next 4 threads (subscribers only) so make sure you sign up.
Going to add some goodies for the next 4 threads (subscribers only) so make sure you sign up.
