Edmonton business consultant | Using templates for effective client intake process
We learned as the Edmonton business consultant that 50% of all small businesses do not last for more than five years. According to 42% of business owners this failure is directly caused by the lack of clients. At Spurrell and Associates chartered professional accountants we strive to help small businesses beat these thoughts. We have a team of like-minded people who are passionate and driven by our corporate mission one of the ways we can help these businesses is is by giving them a free consultation on their first visit. This also comes with a free copy of “e myth” written by Michael Gerber. This is one of our favourite business book and learning from this can be valuable. To know more about our program please contact us at [email protected] or call us at 780-665-4949.
Over the years larger corporations perfected there processes and systems. The usually strive to make that process more efficient and effective. To create these standard processes, they need effective templates. Easy to use templates for both employees and clients. However it’s common to see small business owners relying on on-the-fly methods. This is not scalable and can often be problematic in the future. If your company grows, this can cauase inconsistency and confusion for both clients and employees. In this article we will discuss the importance of having effective systems for generating clients.
The first step to making an effective system is creating preplanned question checklist. As the Edmonton business consultant we found that new clients often asked the same questions. As the business owner you can create question checklist from these the similar questions. Checklist can be used to create templates and FAQs.
One of the most effective templates you can use our phone questionnaires. The Edmonton business consultant and just phone calls for is the most efficient and effective way to communicate with clients. Phone questionnaires can create faster workflow for employees and will help them prevent giving out the wrong information. Clients can enjoy easier workflow. An effective phone questionnaire can potentially extract and relay information to the clients with a single conversation.
Another effective way to help boost efficieny of your standardized process is having email templates. Emails are less effective than phone calls however since clients aren’t always available over the phone into good enough alternative. If you create email version of the phone questionnaire. You can extract information if the client are are not available to talk over the phone.
If you more effective email templates are email based business appointment templates. There are a few ways to make these template effective. In your template. Include at least 10 different meeting times for your client’s convenience. Having a template to confirm the appointment as valuable. It should immediately be sent right after the appointment is set. One last thing is a reminder type of template. It’s generally a good idea to have an email template that your client at the meeting the day before.
Edmonton business consultant | importance of client intake
At Spurrell and Associates chartered professional accountants we have a mission of helping small businesses so we employ like-minded Edmonton business consultant. Our firm as inspired by our corporate mission and values. We have created programs to help new businesses such as providing free consultation for new clients. This include our professional consultation services and a free copy of Michael Gerber’s best-selling business book called “e-myth.” If you wish to know more please contact us at [email protected] or 780-665-4949.
According to 42% of entrepreneurs their business failed because they failed to attract customers. The reasons for these failures are most likely having a nonexistent or inefficient client intake process. Bigger corporations have improved their systems to effectively get clients. Theey have improved the templates used for their systems. Most business owners do not have standardized client intake process. In the long run this might deter some clients because of inconsistent information. In this article we will show the importance of having an effective and efficient client intake process.
One of the few ways to make a standardized client intake process is to have preplanned question checklist. You can create these checklist by observing new clients. The questions asked from client to client are usually the same. You can use this to your advantage by creating preplanned question checklist. From this you can start creating templates for your standardized clients intake process.
When the templates that you can make using these checklist is phone questionnaires. According to our Edmonton business consultant phone calls are one of the most, if not the most efficient way to talk to your clients. Phone calls usually requires a person’s entire focus. Creating phone questionnaires can help your employees to avoid stumbling when questions asked. It can also make for more consistent information for clients. Good phone questionnaire can allow business owners to both relay and obtain the necessary information with just one conversation.
Our Edmonton business consultant would like to talk about the importance of email templates. Emails are less effective way to communicate your clients however it is a good alternative if ever clients are not available over the phone. One of the few important email templates that you can make is an email version of the questionnaire. This will allow you to obtain information even if your client missed the phone call.
Having email templates for business driven appointments is also possible. However business owner should give at least 10 different meeting times for the client’s convenience. This will make sure that clients have the freedom and flexibility to choose their own time. The next template his confirmation email. This email should be sent immediately after each appointment. They should contain the necessary information of the upcoming appointment. The sooners send this to better. And lastly the business owner should also create an email template to remind clients about the meeting. This particular email must be sent today before the meeting applicants.