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Edmonton business consultant | standard systems using templates

We have found, as the Edmonton business consultant, that big corporations use templates to create standardized systems for client intake. These templates are perfected over time to create a simpler and more efficient way to generate clients. The use of templates however our foreign concept for Canadian small businesses. They preferred to “wing it” to sell their services to client. However this can be extremely inefficient and not scalable. This can will be confusing for both employees and clients. It can also create information consistencies when trying to sell your services. In this article we will dive further into why templates are important to generating clients efficiently.

We work as the Edmonton business consultant to improve the lives of small business owners. The values and missions of Spurrell and Associates chartered professional accountants are helping business owners beat the odds. The overwhelming statistics shows that 50% to small businesses fail within first five years. However 42% of these failures are directly correlated to low client generation. We would like to help small businesses with our free consultation program under first visit. They will not only receive our professional consultation services, you will also receive a free copy of Michael Gerber’s best-selling business book “e- myth.” Contact us to know more about our free consultation program contact us at or if you prefer to call us over the phone our number is 780-665-4949.

It’s important for business owners to create systems in place to make workflow more efficient and easier. Our Edmonton business consultant found out that larger corporations have extremely efficient workflow and systems in place for generating clients. The system our created from preplanned question checklist. Business owners can create these checklist by observing the questions from new clients. These questions are often the same from client to client. A preplanned checklist can help you create different kinds of templates for your standard systems for client intake.

When these templates this phone questionnaires. As the Edmonton business consultant we found out that phone calls are the most effective way to communicate with clients. Creating phone questionnaires will allow employees to be more consistent and efficient. It will also prevent employees from stumbling when asked a question. An excellent phone questionnaire will give business owner the necessary client information with just one conversation.

Entrepreneurs should also create email templates as a backup when clients are unavailable for phone calls. However emails require more effort to make templates from. They need a few confirmation templates for email conversations to be effective. One of the email templates should be questionnaires derived from your checklist. This will be an alternative to your phone questionnaires.

Business owners should also create appointment treatment email templates. To make this more effective, you should give clients 10 different meeting times for their convenience and flexibility. It’s also important to have templates to immediately confirm their appointments. This will allow you and the clients to spot wrong information sooner. The last but not least is our reminder email template for your clients. If you remind your clients about an appointment the day before table more likely to show up.

Edmonton business consultant | effective templates for standard systems

Our Edmonton business consultant our inspired by our corporate mission and values. Our firm consist of like-minded people who are passionate and driven by our goals and mission. At Spurrell and Associates chartered professional accountants we strive to help small businesses succeed. We found shocking sentencings and that 50% of small Canadian businesses do not last for more than five years. And according to 42% of entrepreneurs the reason why field is the lack of consistent clientele. We have created free programs for our new clients such as free consultation and a free copy of Michael Gerber’s best-selling book called “e-myth.” To know more about our free programs please contact us at or call us at 780-665-4949.

Successful businesses often have standard systems where client generation process. Big corporations have perfected their templates used for these systems. An effective template can raise efficiency and make for consistent results. However our Edmonton business consultant learned that the average small Canadian business do not have standardized process for client intake. New prefer a more genuine approach of on-the-fly client intake method. However this is not scalable, and will make for a confusing and less consistent way to do business. In this article we will talk about the importance of an effective client generation process.

The first step to creating an effective standardized client intake process in creating a preplanned question checklist. Business owners can create this checklist by observing the question asked by new clients. Business owners should start seeing repeated questions asked by new clients. They can create a checklist from these repeated questions and answers. It will make for more consistent information flow and simpler workflow.

These checklist can make for an effective phone questionnaire. Phone calls are the most consistent and effective way to communicate with clients is our Edmonton business consultant have found. Conversations over the phone are often fast and direct. Phone conversations usually require a person’s fall attention and focus thus making for better information extraction process. Phone questionnaires can help your employees avoid stumbling when asked difficult question.

A few ways you can use in these checklist is to create email templates. Email templates are an effective alternative to phone conversations. It’s important to realize that clients aren’t always available to speak on the phone without having email alternative will be necessary. One of the few necessary email templates or create is questionnaires based off your checklist. This will allow for decent alternative to your phone questionnaires.

Another useful template to have as appointment treatment email that suggested by our Edmonton business consultant. However you need to make sure to have 10 different meeting times for your clients convenience. This will all boost the chances that they will show up. It’s important to have a confirmation email template to be sent after this appointment. They should outline the necessary information for the upcoming meeting. Lastly business owner should create an email template to remind clients about the meeting the day before.