Edmonton business consultant | How to use checklist and templates
Most small business owners, in fact 50% of small Canadian businesses do not last for more than five years according to our Edmonton business consultant. Entrepreneurs says that 42% of these failures are directly tied to poor client intake. At Spurrell and Associates chartered professional accountants we strive to help small businesses beat these odds. Our firm employs like-minded people are passionate with helping with this issue. We advise new businesses to contact us for a free professional consultation service on their first visit. They will also receive a free copy of our favourite business best-selling book “e myth” written by Michael Gerber. If you wish to know more about our free consultation program feel free to contact us at 780-665-4949 or contact us via email at [email protected]
The average Canadian small this owner do not understand the importance of standardized client intake process. They often prefer to do on-the-fly client intake process. They do not realize how inefficient this method is. Not having a standardized client intake process will make it hard for employees to do the client intake themselves. If employees ever try to they might cause confusion and inconsistencies. In this article we will discuss the importance of having standardized client intake process and how to use checklist and templates to create them.
Business owners should develop a number skills along the way. One of the more important skills is pattern recognition. Questions asked by new clients will often repeat themselves over time. You can use it to create checklist and templates for various processes. One way you can use these checklist on the plants is to create standardized client intake process. This will make the workflow more consistent and reliable.
Preplanned checklist can be used to create phone questionnaires for your employees to use. We, as the Edmonton business consultant found out that one of the more effective ways to talk to clients is over the phone. Creating phone questionnaires can make it easier for your employees to learn and relay information to clients. An effective phone questionnaire can help you learn all the necessary information from a client or relay the required information to them. Clients often get sidetracked and go off topic during phone questionnaires. They could ask unnecessary questions or maybe just off-topic conversations. There are a few ways to get the conversation back on track one of these lines is “absolutely I can help you with that, but first let me ask you…” This line almost guarantees to get the questionnaires going again.
There are more ways to use the checklist and templates to your advantage. There will be times when clients are unavailable to talk over the phone thus it’s important to create email templates. While email is the less efficient way to discuss projects and appointments with clients, they are good enough alternative. However they would require more confirmations.
It’s important to create an email template based on the phone questionnaires. Business bite can also be discussed over email but as the Edmonton business consultant we found that you need to offer 10 different meeting times were better client experience and flexibility. After the appointment is set it’s important to have an immediate email confirmation template containing all the necessary information for the appointment. One last email template is confirming the meeting day one day before it happens.
Edmonton business consultant | effective ways to use checklist and templates
As the Edmonton business consultant we have found that 50% of small businesses fail within the first five years and 42% of these failures are from the lack of clients and customers. At Spurrell and Associates chartered professional accountants we strive to help small businesses to beat these odds. We are passionate and employ a number of like-minded people to help solve this issue. We offer new businesses come contact us for a free consultation and we will also give away a free copy of “e-myth” the best-selling business book written by Michael Gerber. Contact us to get your free consultation now at [email protected] or if you prefer to talk over the phone call us at 780-665-4949.
Some business owners often underestimate the importance of creating a standardized client intake process. They believe in on-the-fly client intake process. Having mindset like this will lead to less efficient workflow and might even cause confusion for your employees and clients. In this article we will discuss the importance of consistent client intake process and how to use templates and checklist to create them.
The efficiency of having standardized client intake process should not be underestimated. As the Edmonton business owner we realized that new clients usually ask similar questions. That’s the business owner, you can take advantage of these repeating questions to create checklist and templates for your standardized client take process. A consistent and standard client intake process can drastically improve your workflow and allows you to utilize employees to get clients on board. This can allow you to relay consistent and simpler information.
You can create phone questionnaires from these checklist and templates. It’s important to know that phone conversations are the most effective way to get your client’s attention and focus. A good phone questionnaire can allow you to extract and tell necessary information to your clients. It will also make their employee’s job easier thus making for more efficient and faster workflow. Clients can often be derail questionnaires however. Often times that go off topic and ask unnecessary questions or just some friendly banter. As the Edmonton business consultant, we have a few lines to help get things back on track. Such line is “absolutely we can help you with that, but first let me just ask you..>” This line polite and efficient way to get the questionnaires going.
Emails can also be effective way to converse with clients. However this is a more time-consuming way of doing so. Setting up email templates is important when clients are not available to talk over the phone. There are a few email templates that business owner should set up. This includes an email template version of the phone questionnaires, templates for appointing business meetings, an immediate confirmation of said meetings and lastly an email template to confirm the meeting the day before.
An email template for the phone questionnaires obvious. It’s required to have this template whenever clients are unavailable over the phone. An email to set up business meetings is also important. However business owner should give at least 10 different meeting times to give clients flexibility over their schedule. The immediate confirmation template is important to confirm information or correct any misinformation. Lastly one way to boost client participation rate is to send an email template to confirm the meeting the day before.