The Secrets Behind Creating Efficient and Effective Systems

Do you have all your client interaction bases covered? This could include celebratory dates for your clients as well as unexpected cancellations. In this episode, I share my secrets behind creating systems that protect me and help me retain and build stronger relationships with my clients. If you are ready to improve your client retention and show you care, this episode is for you!

 

Topics Covered:

• Sending special gifts for important dates and milestones
• Importance of mapping out processes before making investments
• Preparing personalized email templates for quick responses
• Establishing a follow-up system after initial calls to close sales
• Importance of easy-to-fill forms and questionnaires for smooth onboarding
• Questions to consider for billing policies and cancellation policies

What are some of your favorite tips for standing out to your clients? If you enjoyed this episode, I would love to hear how you will start exploring systems and procedures to help you lead behind the scene! 

 

Resources & Links Mentioned

6 Ways to Successfully & Seamlessly Onboard Your New Clients

17 Hats

 

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Thanks for joining me on this episode of Leading Behind the Scene! If you enjoyed this episode, please leave a review on Apple or Spotify to help me reach even more entrepreneurs ready to make their moves.