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Helping Canadian businesses beat the odds!
At Spurrell and Associates chartered professional accountants we employ like-minded Edmonton business consultant. We strive to make processes easier for clients. We encourage you to contact us at info@spurrell.ca or if you prefer to talk over the phone call us at 780-665-4949. We will provide you free consultation on your first visit and free copy of “E-myth” best-selling business book by Michael Gerber. This article will outline the importance of efficient client acquisition via checklist and templates.
According to 42% of entrepreneurs their business failed because of the an inability to attract customers. Making this reason the most common factor for business failure. Canadian small businesses, have a 50% failure rate within the first five years. Our Edmonton business consultant would like to help producers statistics and help small businesses beat the odds.
It’s important for businesses to provide simple and efficient ways to intake new clients. Business owners should create templates and checklist for first-time clients. This way you can make client acquisition easier and faster. Questions from clients are usually similar from each other. Knowing these common questions can help you make some sort of checklist to further improve your workflow to intake new clients. Almost like an FAQ.
Clients will often distract your employees from the main question. One of the ways you can put them back on track is saying this this line “absolutely I can help you with that, but first let me ask you…” This particular line is very effective in inputting clients back into the topic.
Business owner should also create templates for these kinds of questions. This will make your workflow more efficient. Clients generally have the same questions over and over and making a template for these questions can boost your productivity and client acquisition rates. This way you won’t forget to ask important questions while avoiding getting distracted.
Emails can also drive business appointments. Often times you want to call the set appointments however some clients prefer to talk via email. You should offer a few dates for email appointments. This will lessen the chances of no-shows. Business owners should offer at least 10 different meeting times in your email. As as the Edmonton business consultant may be asking if you should immediately confirm said email appointment. However we believe that you should only confirm the meeting the day before.
To have a consistent and efficient way to confirm these appointments. Our Edmonton business consultant suggest having template emails for confirming appointments. This will allow for more efficient workflow and make it easier for your employees. Generally composing emails on-the-fly is less efficient way to confirm appointments. This might cause inconsistencies with your branding.Templates need to perfected over time. It’s not a efficient to make new emails every time a new client comes up.
If you have any more questions please feel free to contact us at the contact informations posted above. You can find more articles like this one in our website at www.spurrell.ca.
Edmonton business consultant | user experience for new clients
We believe in Canadian small businesses as the Edmonton business consultant. At Spurrell and Associates chartered professional accountants we create helpful articles to help small businesses beat the odds. We have a few programs to help new clients such as providing free consultations for first-time clients. We also give away free copy of the best-selling business book “e- myth” written by Michael Gerber. We encourage you to get a hold of us. You can contact us via email or phone at info@spurrell.ca or 780-665-4949. We look forward to hearing back from you.
As the Edmonton business consultant that’s our job to stay updated in the business world. Shocking statistic shows that within five years 50% of small businesses fail. The most common reason to this failure is the inability to gain enough customers. In this article you will learn the importance of providing excellent user experience for your new clients and how to make checklists and templates for them.
Bigger corporations have email templates for almost everything. Having checklists and templates are extremely efficient to boost productivity and making it more streamlined for employees. Clients like simple things and usually they also ask the same things over and over. It’s important to make a list of this question so you can create an FAQ and email templates with this questions. It is generally a bad idea to make up questions on-the-fly business make your workflow and consistent and may steer the conversation away from the important questions.
It it is common for clients to give similar feedback. And they usually steer the conversation away from the main topic. There are number ways to get back on track during the conversations but as the Edmonton business consultant we found one effective trick. Saying this particular line will help you steer back the conversation to what’s important. This line is “absolutely, I can help you with that but first let me just ask you…” This line is almost like a little hack. Almost guaranteed to work every time.
Business appointments drives sales. While it’s preferably better to speak to clients over the phone. Sometimes it’s unavoidable to have conversations over email. Appointment driven emails are often easily lost and clients don’t show up. But if you set a number of appointment meeting times, preferably 10 times it is less likely for clients to not show up. Once the appointment is set it’s important to confirm this immediately. This will give the client a reference email for the upcoming meeting. It is also important to send an email confirmation the day before the meeting. That way clients don’t forget raising the chances that they will show up.
Confirmation emails also need templates. Having templates for confirmation email is will make it easier for your employees. It will make for more efficient workflow and consistent branding. The same way as questions, constructing confirmation emails on-the-fly can be a bad idea. Some information is can be missed if constructed on-the-fly.
