Edmonton business consultant | Using templates to create standard process

One of the few ways to create effective and efficient workflow is to use templates according to our Edmonton business consultant. Bigger companies perfected the usage of templates to make faster and simpler workflow. Templates are used to create standardized client intake process. Smaller businesses are seen to use on-the-fly methods to do client intakes. On-the-fly methods are inefficient. This can create inconsistencies and confusion for your clients and employees.

At Spurrell and Associates chartered professional accountants we work with like-minded people are passionate at helping Canadian small businesses. We offer a small businesses free consultation on your first visit, we also give them a free copy of Michael Gerber’s best-selling business book called “E-Myth.” If you wish to know more contact our email at info@spurrell.ca or call us at 780-665-4949.

Small businesses have a 50% chance to fail within the first five years. In the most common reason for this failure is the lack of clients, 43% of business owners agree this is statistics. This article will teach you how to make your clients intake process more efficient and how to use templates better.

Business owners need to create preplanned checklist for your employees. This will prevent employees from stumbling when asked a difficult question. You can reference this checklist to your new client questions. Our Edmonton business consultant found out that new clients often ask the same questions over and over. Once you have this checklist you can start creating your standardized client intake process by creating templates for your employees.

There are few templates you can make to streamline your process. One of the templates are phone questionnaires. Phone calls are an effective way to convey projects to clients. Creating phone questionnaires will create faster workflow for your employees and a simpler time for clients. Having an effective phone questionnaire will allow you to extract valuable information and a single conversation.

There are a few more templates that you can create to boost your productivity. Email templates are one of them. While emails less effective than phone calls it might be inevitable to engage in an email conversation. It’s impossible to know your clients schedule. They could be away and have no access to the phone. Emails will allow you to leave a message to your clients and get your questions answered later. It’s important to create an email version of your phone questionnaires for this exact reason.

The next email template you should create is email based business appointment. As the Edmonton business consultant with suggest putting at least 10 different meeting times for your clients convenience. After seven appointment you need confirmation email templates. One template needs to be sent after the appointment which should contain an outline of the information for the meeting. After that reminder template for the meeting the day before it happens.

Edmonton business consultant | processes for better client intake

At Spurrell and Associates chartered professional accountant we employee number of Edmonton business consultant to help advise small Canadian businesses. If you need professional business coaching, proven marketing strategies and professional consultation services feel free to contact us to know more. We offer our new clients free consultation on their first visit. They will also receive a free copy of Michael Gerber’s best-selling business book called “e- myth.” Contact us via email at info@spurrell.ca or call us at 780-665-4949.

Big corporations succeed because they have efficient workflow and templates. There are ways to streamline client intake processes. They have perfected templates. Small business owners on the other hand often rely on word-of-mouth for client intakes. They do on-the-fly client intake methods. This is extremely inefficient and not scalable. This will leave your clients and employees confused because it might bring inconsistent information. In this article we will show you the importance of having an efficient workflow and standardize processes.Our Edmonton business consultant have learned that the first five years are the ethal for 50% of small businesses. According to 43% of entrepreneurs, they failed because of the lack of clients.

The business owner needs to observed a new clients when creating preplanned checklist. According to our Edmonton business consultant the questions asked by clients or similar from client to client. It will make for an amazing checklist to use for templates. Templates will make your employees life easier and make it simpler to understand for your clients. There are numerous ways to use this checklist to make templates.

One of such templates our phone questionnaires. The most effective way to communicate is over the phone. Usually have person’s full attention. An excellent phone questionnaire can relay and extract the necessary information in a single conversation. This will make it easier for both employees and clients. However some clients deter these questionnaires when going off-topic. There are a few ways to fix this issue too. If you say “absolutely I can help you with that first let me just ask you…” This line often guarantees here the client that the right topic.

Email templates are also necessary to create for your business. Emails are less desired than phone calls. Emails are often slow and can usually be forgotten. However email templates are necessary when phone calls are available. You can create templates to make your phone questionnaires. It’s also important to create templates for business meetings. A couple more important templates to create our confirmations for your business meeting appointments.

An email version of your phone questionnaires is obvious. It’s an alternative if the client is unavailable for the phone call. You should also make a template email for business driven appointments. It’s important to give clients 10 different meeting times for their convenience. Business owners should also create an email template to immediately confirm after booking an appointment. They should contain information from the upcoming meeting or appointment. Lastly it’s importan to have a template email to remind clients about the upcoming meeting. She generally advised to set this template to send the day before the meeting.