At first glance, your days serving your clients as a coach or consultant just feel busy. That’s just the way it is when you have a thriving business. You take the good with the bad…right?
Read on to find out the 5 telltale signs that your client process could use a revamp.
If you’re getting the same questions from clients over and over, you may have a communication issue that can easily be solved by creating email templates or canned emails that address the most commonly-asked questions during the phase of the client process in which the question(s) typically get asked.
Tip: Keep a running list of questions that get asked and if a question is asked more than once, add it to your Welcome Packet, email templates, FAQs, or communicate during a client meeting–or all of the above!
I always say if you feel like you’re over-communicating, you’re probably communicating just the right amount.
If all of your time outside of client work is being spent in the weeds of your business, it might feel like the time to engage with your audience is evaporating by the minute.
Arguably, connecting with your audience is the most important aspect to knowing how to serve your people well and make a larger impact in your business.
If relationship-building is falling by the wayside in your business in favor of managing the nitty gritty moving pieces around your existing client load, it’s likely time to streamline your processes and shift where you’re spending your time and mental energy.
You work hard for your clients and you invest your heart and soul into their success. But you’re still dropping balls when it comes to having a streamlined process in place that leads to your clients feeling fully supported in all aspects of working with you.
If you’ve ever felt a little nervous about asking for feedback from a client post-project due to a clunky onboarding process or a missed communication during your time working together, you’ve been here.
Your behind-the-scenes client systems are key to creating confidence in every aspect of the experience that you’re providing — including the all-important feedback phase.
If you yearn to grow your impact but are finding that you’ve reached your maximum client capacity, it may be a symptom that you’re spending way too much time managing your client workflows, without a minute to spare to sign on additional clients.
Tip: If you’re currently spending about 10 hours per month behind-the-scenes managing clients and are able to cut that time investment in half by streamlining your client process, you’re looking at 5 hours freed up to bring on an additional client(s).
Is the joy you feel when a new client signs on to work with you overshadowed just a bit by the dread that follows when you realize you now have to muddle through your pieced-together client onboarding process?
Do you spend hours every week recreating the wheel when scheduling clients, renewing contracts, and chasing down invoices?
Does your entire client management process live on your head?
If you answered “yes” to any of these questions, the opportunity cost of having client systems that are either too complicated or non-existent is likely weighing heavily on you.
Did any (or all) of these five signs your client management needs to be streamlined resonate with you?
A fully streamlined and organized backend client process is vital to have in place in order to move your clients through the client experience journey with ease for you and with delight for each and every one of your clients.
Ready to elevate your client management process?
If we don’t know each other yet, my name is Jen Hughes. I’m a Client Experience Specialist (and Certified OBM® + DOO) and I help coaches and consultants step out of overwhelm and into their sweet spot by creating high-touch + streamlined client experiences that WOW.
If you’re a service-based entrepreneur who’s ready to elevate the client experience for your clients as well as streamline your backend processes to free up your time and energy, you’re in the right place.
Learn more about our Client Management Intensive and how I can help you here.