Edmonton business consultant | Client intake process and efficiency

One of the most common reasons why businesses fail is due to failing to attract customers according to our Edmonton business consultant. A number studies show that Canadian small businesses have a 50% failure rate within the first five years. Our firm, Spurrell and Associates chartered professional accountants, is passionate helping small businesses beat this overwhelming odds. Our employees are so driven and share the same values. We have created our free consultation programs were first-time clients. We will also help them learn more about business by giving them the best-selling business book “E-myth” written by Michael Gerber for free. If you if you know more about this amazing program please contact us at info@spurrell.ca or call us at 780-665-4949.

It is common to find small businesses without clearly to find ways to take clients. Small business owners usually prefer to relay information on-the-fly. However this method is extremely inefficient. On-the-fly client intake one fail to utilize employees to their highest potential. It might also create inconsistencies in confusion between employees and clients. This article will help you realize the importance of creating standardize processes for client intake and how to use checklist and templates to create them.

Preplanned checklist and templates are uncommon in big corporations. It’s proven to be more efficient and effective to have checklist and templates. Small business owners needs to form pattern recognition skills to help create these checklist. Often times new client questions are similar from one on another. You can take advantage of this similar questions or create checklist of templates for various different purposes.

One such ways you can use checklist is to create phone questionnaires. We have found, as the Edmonton business consultant that the most effective way to discuss projects and business is over the phone. Phone questionnaires are an excellent way to relay and learn valuable information from clients. The great questionnaire can take necessary information from clients without needing to follow up. However often times client derail these questionnaires with off-topic questions and banter. There are few ways to solve this problem. The most effective way to say this line “absolutely I can help, but first let me ask you…” It is a polite and effective lying to say to help you continue your questionnaire.

Email templates are also important. Business owners can use their checklist or create these templates. While email is not the most efficient way to relay information, sometimes it’s inevitable to engage in email conversations. Clients aren’t always available to talk over the phone and thus making emails important for communication.

There are various important email templates to create as the business owner. You need an email version of the questionnaires, email templates to book business appointments, and a couple of confirmation emails.

Appointments over emails needs a few confirmations to be effective. They need to create immediate email template confirmation after setting an appointment. This is needed to confirm misinformation earlier information and correct wrong information. Another important confirmation is sending a reminder the day before the meeting.

Edmonton business consultant | checklist and templates for client intake

It’s common practice for Canadian small businesses to have on-the-fly client intake process according to our Edmonton business consultant. This may be genuine but also inefficient. The inefficiency of on-the-fly client intake can lead to lower client volume. Business owner cannot take advantage of their employee without standardized client intake process. In this article we will talk about the importance of standardized client intake process and how to use templates and checklist to create them. If you find this article educational can find more in our website at www.spurrell.ca.

At Spurrell and Associates chartered professional accountants we employee like-minded Edmonton business consultant to help business owners succeed. Our firm consist of employees with the same values and passion to helping Canadian small businesses. Statistics shows that then five years, 50% of small businesses will fail. The most common reason to this is the inability to attract enough customers. We have created a free consultation program for newer clients and would also give away free copies of “e-myth” the best-selling business book written by Michael Gerber. If your original more about our free consultation program please contact us at 780-665-4949 but if you prefer to contact us via email please use info@spurrell.ca.

It’s often common for big corporations to have efficient and standardized ways to get clients. It’s proven that standardized client intake processes to be more effective and simpler. One of the few ways to create these standard processes is to have preplanned checklist from common client questions. Small businesses will start to realize that new clients have the same questions. It’s important to form pattern recognition skills to create checklist for your standardized client intake process.

One of the ways you can use these checklist and templates is to create phone questionnaires. We have found as the Edmonton business consultant at over the phone conversations ar more efficient and effective. An excellent phone questionnaires will create faster workflow. The discretionary should be able to relay and take necessary information from clients. However clients often find ways to derail the phone questionnaires. If you ways to solve this problem. We have a super line “absolutely I can help you with that, but first we as ask you…” This line is almost guaranteed to get back on topic.

It’s also important to have a no alternative way to relay these questions. The next best way is through email. Business owners should create email templates just in case clients are not available to talk to over the phone. Create an email version of the phone questionnaires. We also suggest creating a few more templates such as email driven business appointments and a couple of confirmation email templates.

It’s important to have e email driven business appointments for clients unavailable over the phone. To make this email more effective, you need to give clients at least 10 meeting times to create better client experience and flexibility. After appointment, you need an immediate email confirmation to confirm if the information stated is correct. The sooner the client receives this confirmation the better. They can correct any misinformation earlier. Lassen at least is a reminder for the meeting the day before. This is to create countermeasure for low client participation. Having a reminder so close to the meeting they will raise the chances of showing up.