Business Essentials: Implementing A Pre+Post Client Workflow That Serves, Educates & Delights!
Hey Fleursociety Friends!
We are so happy to have you here with us! September is already in full swing and this month we are talking all about Onboarding & Offboarding when it comes to your client processes and experiences.
This week we are focusing on qualifying, serving, educating and supporting clients from start to finish. We are so excited to begin a new month filled with a fresh set of resources, tools, education and so much more!
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Read on with us to learn more about implementing a pre+post client workflow that serves, educates and delights!
ASK YOURSELF…
ARE YOU CURRENTLY ONBOARDING/OFFBOARDING YOUR CLIENTS?
Whether you’ve answered yes or no, it’s important to establish some sort of process to follow when clients come through your door.
Implementing a system, a routine, or certain practices is a way to stay organized, stay consistent and stay efficient. Nowadays it’s so easy to feel overwhelmed and consumed with the workload and everyday tasks we have to complete. Feeling like we never have enough time to do the things we want like spend more time with our families, get organized in our business or even take some time to rest is a common feeling in these fast paced industries. We talk about working smarter not harder and we really stand by that as we have first hand reaped the benefits of this mentality.
Start to implement processes for your business that are streamlined and concise. Systemizing is key and it will alleviate headaches and stress for you!
ONBOARDING
Onboarding your clients is monumental for the success of your business!
Establishing a process to follow is so important when it comes to taking care of your clients and really jump starting that client nurture series.
Onboarding will allow you to…
SET EXPECTATIONS
SET BOUNDARIES
SET COMMUNICATION
SET CLIENT EXPERIENCE
Build trust with your clients by keeping in constant contact with them. Establish and create that human connection. Serve your client throughout the entirety of their journey with you.
It’s important that we do not just treat our clients like a number or a transaction. Develop that relationship. We promise this will give you a lot more in return in the end. It’s important to always serve our clients as best we can in the entirety of our relationships with them. Are you feeling overwhelmed? We are here for you. Let’s get you started with making a few simple adjustments to your practices.
Below are 2 easy ways you can improve your onboarding process today...
1. INTEGRATE A WELCOME PACKET
2. IMPLEMENT WORKSPACES
Include a welcome packet in your process and welcome your clients to your services. Re-educate them, update them, outline events for them and most importantly reinforce their investment in you and your business!
Find a workspace that works for you. Get organized and keep your line of communication all in one place. Be timely and be consistent. Have you checked out HoneyBook?
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OFFBOARDING
Your offboarding process should begin after you have worked through your client workflow.
If you are unfamiliar with the client workflow, this should focus on: client experience, client education and trust building.
This is the time when the gifting, educational series and consultation portion of your process happens. Surprise and delight your clients. We love this part of the process! Stay connected and show your clients you care! Update your clients, inform them, hone in on upselling opportunities and more. Understand your clients, hear them, cater to them and provide your service to them!
As you reach your post client workflow, your offboarding process should follow a goodbye packet that includes these 7 elements...
GIFTING
SURVEY
TESTIMONIALS
CONTENT
REFERRALS
ANNIVERSARIES
PROMOTION
Always make the time to thank your clients. Keep the relationship going by asking for testimonials, inviting them to become a part of your referral programs and even featuring them in your social media posts. Keep them informed and allow your clients access to future opportunities to work with you.
Don’t miss out on this crucial part of your process!
BEST PRACTICES
Here are some practices you can start implementing into your client processes!
BE UNIQUE
SHOW ENTHUSIASM
EDUCATE, ALWAYS
PERSONALIZE YOUR PROCESS
REINFORCE CLIENT’S INVESTMENT
CURATE GIFTS
CREATE TOUCH POINTS
AUTOMATE WHERE POSSIBLE
HIRE PROFESSIONALS
KEEP IT SIMPLE
“People will forget what you’ve said, people will forget what you did, but they will never forget the way you made them feel.”
NEXT STEPS!
Thanks so much for being here with us! We love watching our community grow each week! If you are looking to take the next step and work towards bettering your client experience process here are 3 next steps for you!
1. OUTLINE YOUR WORKFLOW
2. INTEGRATE A WORKFLOW
3. PLAN YOUR GIFTING
Looking to gain weekly + monthly resources, coaching calls, webinars, LIVE demos, tools and more?! Click here to join our Bloom Mentorship! Let’s get you plugged in and connected in our community! We hope you feel encouraged and supported here in our community!
We are rooting for you, always!
XOXO, Fleursociety!