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Edmonton business consultant | effective systems for client intake

Standardized systems are important for client generation as our Edmonton business consultant found out. Big corporations have extremely efficient and effective templates to use as there systems and processes. The use of standardized systems are uncommon in small business space. They usually prefer to do things on-the-fly. However this method is not scalable and over time may cause confusion and inconsistencies for both clients and employees. In this article we will talk about the importance of standardized client intake processes and how to use templates and checklist to create them. If you find this article useful please visit our website at to learn more.

Our work as the Edmonton business consultant is mostly inspired by our corporate mission and values. At Spurrell and Associates chartered professional accountants our goal is to help small businesses succeed. Our firm employs like-minded people with the same passion for helping small businesses. We have developed few ways to help new businesses such as free consultation and free copy of Michael Gerber’s best-selling business book called “e-myth.” If you wish to know more about our free programs please contact us at or if you prefer to talk over the phone call us at 780-665-4949.

Start creating your standard systems for client intake, you need preplanned checklist of questions from new clients. Entrepreneurs will realize that questions asked by new customers are the same from client to client. You can use it is repeating information to create a preplanned checklist. You can use this checklist to create templates for your news standard process.

We have observed as the Edmonton business consultant that conversations over the phone are often more convenient and efficient for people. Entrepreneurs need to use this checklist to create phone questionnaires. Phone questionnaires are and efficient way to get information from your new clients. It also help your employees avoid stumbling when asked difficult question. An effective phone questionnaire can easily relay and extract the necessary information from clients with a single conversation.

Business owners can also use these checklist to create email templates. Email discussions are less effective than phone conversations however they are necessary. Clients aren’t always available over the phone thus an effective alternative email conversations. It will be convenient to have an email template mirroring your phone questionnaires. It will be an important alternative if you fail to reach client via phone.

You should consider few more important templates such as email driven business appointment templates. Making these effective you should have 10 different meeting times for your clients or convenience. This will boost chances of your clients showing up. The next important template is a immediate confirmation right after the appointment. This template should outline the necessary information for the upcoming meeting. The last but not least is another confirmation template reminding clients about the meeting the day before. This template will reduces the chances of client no-shows and thus boosting client retention. These are only a few important email templates.

Edmonton business consultant | effective client intake process

Bigger corporations uses an effective and efficient work process for client intake, we found this out as the Edmonton business consultant. They have perfected the use of templates for an effective usage for client generation. However it’s uncommon for Canadian small businesses to use standardized processes for client intake. They preferred a more “genuine” approach by using on-the-fly client intake methods. However this can be problematic in the long run. Without proper template, employees could relay inconsistent information and will cause confusion among your clients. In this article we will talk about the importance of effective templates for standardized process.

Our work as the Edmonton business consultant is directly inspired by our corporate mission and values. Our firm consisted of dedicated and passionate employees. The mission we strive to achieve is helping Canadian small businesses beat the odds. Spurrell and Associates chartered professional accountants has a few free programs such as free professional consultation and a copy of “e-myth” the best-selling business book written by Michael Gerber. More information can be found in our website and by contacting us at or 780-665-4949.

The difficulty of client generation can be directly tied to having poor systems for client intake. It’s important to create these systems with preplanned question checklist. Checklist that can be created from new clients questions. You will start to realize that clients often ask the same questions over and over. You can use his repetition to create effective checklist for your templates.

One such template is phone questionnaire. If you use the checklist create phone questionnaires this can help your employees avoid stumbling when a difficult situation presents itself. This can also potentially bring necessary client information faster. An effective phone questionnaire can extract and relay the necessary information to clients with just a single conversation. However some clients tend to derail this conversation. They often ask off-topic questions and conversations. One of the ways you can steer the conversation back on track is saying “absolutely I can help you with that, but first let me ask you…” This almost guarantees to put their conversation back on topic..

Our Edmonton business and found out that phone calls the best and most efficient way to conduct conversations and business appointments. However sometimes clients are busy and are not available over the phone. It’s important to realize that email templates can also be created from these checklist. They can serve as an alternative way to contact clients will need some more effort stay relevant. One such template is an email version off your phone questionnaires. This will be an great alternative if ever clients are not available over the phone.

Another template could be setting business driven appointments over email. To make this template more effective, business owners should set at least 10 different business meeting times for better client experience and flexibility. Confirmation email templates are also important to make an effective email discussion. You should have an email template immediately confirming the appointment. Immediately confirming an appointment can help you correct this information earlier. Reminding of client and upcoming meeting the day before his another email template that you should consider. Reminding clients of the upcoming meeting will raise the chances of them showing up.