Edmonton business consultant | Easier and more efficient process
If you require professional business coaching, proven and effective marketing strategies and consultation services feel free to contact our Edmonton business consultant. We help small businesses at Spurrell and Associates chartered professional accountants. We are driven by our mission to help Canadian small businesses beat the odds. Speaking of the odds it’s not in their favour for 50% of small businesses often fail in the first five years. There are a numerous reasons why businesses fail but 43% of this failures are caused by low client intake, which makes this the most common reason why businesses fail.
Your Edmonton business consultant is happy and to announce that we are offering free professional consultation services to our new businesses in our first meeting. On top of our free consultation services you will also get a free copy of “e- myth” Michael Gerber’s best-selling business book. If you wish to know more about our free consultation program please visit our website at www.spurrell.ca. You can contact us via email at [email protected] or over the phone at 780-665-4949.
Standard fare is to have efficient systems in place for client intake. Bigger companies uses and refinements current techniques and templates to secure more clients. Small businesses however rely on on-the-fly methods to secure clients. This can be very inefficient in the long run because it might cause confusion and inconsistencies from both clients and employees. This article will show you how to create systems to make efficient and easy client intake workflow.
The first step to creating an efficient standardized client intake system is preplanning questionnaire checklist. Business owners should observe how new clients ask their questions. As the Edmonton business consultant we have found that often times new clients ask the same questions. They can create these checklist through the repeated questions. Once the checklist is created, they should be able to create templates .
More important template to create is phone questionnaires. The most effective way to communicate with clients is over the phone. They usually have their full attention while speaking to you. Should abuse this fact in create defective phone questionnaires. A good phone questionnaire can give you the necessary information that you need at the same time relaying information to the client. This will make your workflow faster and more efficient and help your employees to avoid stumbling when asked the important questions.
Another template that you can create are email templates. It’s true that emails are less effective way to communicate to clients. However due to the nature of business these days, clients can often miss phone calls. Emails are a good alternative to communicate. You can create template emails that mimic your phone questionnaires. You should also create emails for scheduling business meeting appointments. This includes 10 different meeting days for client satisfaction and convenience. A template must be created for immediate mission after appointments are made. They should outline the information from the upcoming meeting. And lastly email templates to remind clients of the upcoming meeting.
Edmonton business consultant | use templates to create a system
The biggest and most successful companies have standardized systems using templates and checklist according to our Edmonton business consultant. They are a proven and effective way to make more efficient and simpler workflow. Small business owners need to adapt using templates as standardized systems for client intakes. Usually they like having to do things on-the-fly. This will lead to confusion and inconsistencies in the long run thus making them more efficient. In this article we will talk about the importance of having standardized client intake process and how to use templates to make them.
At Spurrell and Associates chartered professional accountants we take inspiration from our mission and values to help small businesses. Our firm is dedicated to helping our small businesses beat the odds. Studies show that 50% of businesses are meant to fail within the first five years. The most common reason for this failure is the lack of client intake. This makes up 43% of our business failure thus making it the most common reason business failure. We have for you innovative programs for small businesses. One such program is giving first-time clients free business consultation service. This comes with a free copy of “e- myth” Michael Gerber’s best-selling business book. If you like to know more please give us a call at 706-654-9494 email us at [email protected]
Business owners need to create preplanned checklist questionnaires to start off. You can create this checkpoint by observing your new clients. Our Edmonton business consultant realize that new clients often ask the same questions over and over. Different clients we weren’t them differently however they have the same meaning. What you’ve created checklist you can create templates from it like FAQs, questionnaires, and email templates. Preplanned checklist will help your employees humbling when clients ask them questions.
One important template that you can create is phone questionnaires. Phone calls from one of the most effective ways to talk to your clients. We found, as the Edmonton business consultant that clients are more likely to focus and pay attention when you talk to them over the phone. A good phone questionnaire can tell you the necessary information with just one conversation. Conducting phone questionnaires is extremely efficient and fast for both employees and clients.
Although phone calls are the most efficient way to communicate with clients, you should also make email templates. Emails are secondary way of communicating if ever clients are not available to talk on the phone. There are few templates that are necessary for your business. The first one is the most simple and obvious. An email template mimicking your phone questionnaires. This will allow you to ask the necessary questions through email. The next one is a template for setting business driven appointments. In a couple more confirmation emails for the appointments.
To elaborate you need 10 different meeting dates for your clients. It will allow clients to choose their preferred meeting date for your convenience. After the appointment is done it’s important to send the confirmation right away. It should contain information from the appointment. And lastly the confirmation for the meeting day. Send this a day before the meeting happens.