What’s your Client Process? 🤔
Have you heard people talking about Client Process but not knowing what they mean?
Your Client Process or Client Journey is just how your client goes from first point of contact with you to when they finish working with you.
You can split your Client Journey into a few phases:
Lead Enquiry
How the lead gets in contact with you about working with you, this could be via a form or by booking a discovery call. (if you have no idea where to start with adding your Discovery Call process into Dubsado download my free Discovery Call Workflow Template here)
Onboarding Process
This is when your client chooses their package, signs contracts and pays their first payment. You can also include a welcome guide or email to show the client exactly what to expect from their service with you. You can also send out questionnaires to gather any further information that you need from the client to help you in providing a smooth service.
Completion of Work
Pretty self explanatory… this is where you provide the client with the service they paid for - Coaching, VA services or Social Media Managing etc.
Off Boarding
When your work with the client comes to an end, you provide them with any work that you completed, ask them for review or even send out a feedback form to help you grow within your business.
Follow Up
See how your client is getting on with the work you completed or after your coaching with them. You can also use this for if you have any other services to offer them that you think they would benefit from.
 | Every business is unique and has a different Client Process. It may take you a while to figure out what suits you and your business. If you would like to figure out your Client Process or how to enter your Client Journey into Dubsado. Book your 1 hour Workflow Strategy Call with me today and let’s get your Client Processes on point, so you can offer your clients an amazing experience. ✨ |
P.S Get 20% off your first month or year of your Dubsado subscription using code freedomcreative30
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