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Edmonton business consultant | Efficient client intake process

Our firm of professional Edmonton business consultant is happy to provide your small businesses with the help and advice they need. At Spurrell Associates chartered professional accountants we provide business coaching, effective marketing strategies and consultation services. We provide free professional consultation services for our new clients. Our first time clients will also get “E-Myth” the best-selling business book written by Michael Gerber. If you wish to know more about this free consultation services please contact us via email at or call us at 780-665-4949.

Creating standard client intake processes is important for efficient and simple workflow. Clients prefer having an easier time when dealing with project and businesses. It’s also important for employees to relay consistent information for clients. However your average Canadian small business owner usually do not have standardized client intake process. It is very inefficient to not have any standard process for client intake. It can cause inconsistencies and confusion for both clients and employees. In this article we will talk about how checklist and templates can create an efficient standardized client intake process. If you find this article informative please visit our website at to know more.

It’s the business owner it’s important to learn new skills. One very important skill to learn is pattern recognition. Over time you will realize that questions are the same from client to client. You can use a pattern set by these questions to create checklist and templates. You can use these factors to create standardized process for a more efficient and simpler workflow. Having checklist and templates can reduce inconsistencies and make the client intake process easier.

As the Edmonton business consultant we found that phone calls are the most efficient way to have a conversation with clients. Knowing this, business owner should create phone questionnaires using checklist and templates. A good questionnaire can extract and relay necessary information to clients. It will make it easier for both sides. Employees and clients will have an easier experience thus creating a more consistent and efficient workflow.

As much as we suggest having conducting phone calls to convert clients, sometimes clients are just not available over the phone. Emails can be a great tool to converse with clients. However they require a bit more time and confirmation to work. Business owners should also create email templates if our clients are not available over the phone. There are a few ways for emails to be effective. The most effective ones are having email templates to set meeting times, then template to immediately confirmed the appointment and lastly template to confirm the meeting the day before.

Business owners should set at least 10 meeting times for client flexibility and better client experience. After that, an immediate email confirmation should be sent containing all the necessary information of the appointment. This will help correct any misinformation earlier. The last email template that is sending a confirmation the day before the appointment. This raises the chance of client participation.

Edmonton business consultant | standardized client intake process

Our Edmonton business consultant found out that often times small Canadian business owners prefer to have on-the-fly client intake processes. However as the company grows it becomes more and more inefficient. An absence of standardized client intake process can cause misinformation and inconsistencies for clients and employees. This article will discuss the importance of having an efficient and standardized client intake process by using checklist and templates.

At Spurrell and Associates chartered professional accountants we employ Edmonton business consultant who are passionate at helping small businesses. We found that 50% of all Canadian small businesses fail within the first five years and 43% of those failures are directly correlated to having more client intake. Our firm is dedicated to helping Canadian small businesses beat the odds. We have devised a few ways to help upcoming new businesses. Such as providing free professional consultations for new businesses, and free providing learning material for them to read. We will provide free copy of “e- myth” Michael Gerber’s best-selling business book. If you wish to know more about our free consultation service please contact us over the phone at 780-665-4949 or if you prefer to contact us via email you can find us at We look forward to doing business with you.

It’s common to see Canadian small business owners to for on-the-fly client intake process. It’s inefficient and often causes confusion and consistencies. New clients often ask the same questions over and over. Business owners can often use these repeating questions to create checklist and templates to use on their standardized client intake process. Creating a checklist can often times lead to more consistent information and simpler workflow.

As the Edmonton business consultant we found that discussing business over the phone is the most efficient and effective way to reach clients, next to face to face meetings. Having said that, business owners can checklist and templates they created to make phone questionnaires for employees to use. An excellent phone questionnaire can will relay and extract the necessary information from clients. However often times clients finalize to go off-topic. The most effective way to get the prospect back on track is to say “absolutely I can help you with that but first we ask you…” It’s a polite an effective way to put the conversation back on topic.

Another way to converse with clients is through email. Discussing over email is less efficient than phone calls however sometimes clients are not available to pick up the phone. It’s important for business owners to also create email templates for consistent and easier experience for both clients and employees. They should create an email template version of the phone questionnaire. They should also make templates for setting business meetings, and confirmations.

To elaborate on this business appointment email templates needs to be flexible. You should set at least 10 meeting times for client experience and flexibility. After the appointment is set, it’s best to have another template to immediately confirm the appointment information. This can correct any potential misinformation sooner. Another important template to reduce client shows is a confirmation for the meeting the day before.