5 Steps to Streamline Your Service
5 Steps to Streamline Your Service
Welcome back to another episode where I am going to be talking all about the five tips to streamlining your service. I'm primarily talking about signature service which is a repeatable system that you do for leads. Of course, you could go through this five-step process for every one of your services.
If you're able to streamline or automate a process, it means that you can give an enhanced client experience without reducing the efficiency. This will also increase referrals and build momentum in your business.
I break up the client experience into a five-step client journey. I also ask myself at each point, what can I streamline here? What can I potentially automate? What requires that custom experience? Do I need any team or tech to help support that process?
Let’s dive into the 5 steps!
1. Lead Generation
Look at how leads are finding you and how you can streamline your marketing approach. Where are your best marketing factors? (I have done other episodes on marketing if you want to go back and listen to them.) What continually generates leads no matter what the season? Don’t rely on any one platform, find the balance between multiple forms of marketing.
Have a clear lead form where a client can indicate interest and where you can get the information you need. I use Dubsado which is automated on my website. This shows the client that you have seen their interest and you will be reviewing it.
2. Persuading
This is where the sales conversation happens. I find zoom calls to be the most effective way to do this. I review the lead personally, so this is where customization comes in. If they are a good fit, I have a template that I send them thanking them for reaching out and adding a quick sentence in there to customize it. I have a link through Acuity, which is my booking system. I actually have a YouTube video showing what it looks like to send a proposal within 10 minutes. Your aim is for the potential client to make an informed choice while they are in that heightened excited state.
3. Onboarding
Now that they have booked with you, signed your contract and paid the invoice or a deposit you need to ask yourself “how can I onboard someone in the most effective way possible?” As I said before, I use Dubsado for this, which is my client management software and it sends them an onboarding form that they fill out with all the information in it. Again, I have a YouTube video on this topic as well if you're interested. It saves you a lot of time if you have everything in one form, including automated reminders set up so that you can follow up with them.
4. Delivery
This is where you actually do the client work, depending on your package. It may be an ongoing thing, or it may just be a one-off project. Ask yourself, how can I get a result for someone in the most streamlined, effective way possible? This would be looking at how you can document your process? Are there any additional tools or tech team that you need to help support that process? Map this out from the start and also map out what an ideal project timeline look like.
5. Off boarding
Once you've delivered the results, you then want to off board the client. Send any important information, ask for a testimonial and mention your referral program again. I use Airtable to host all my testimonials and I send an email, once they're off boarded explaining how much I've loved working with them. I then follow up every three, six months or so where relevant.
So, these are the five steps to streamlining your service. I love talking about client journeys, so if you have any follow up questions around these five steps, please send me a DM and I will be happy to talk it over with you. Maybe I could do an extra episode if there's a step you'd like me to dive deeper into as well. See you next week, and thanks for tuning into this week's episode.
If you found this episode helpful, I would love for you to tag me on Instagram @withHannahandCo and share your biggest takeaway from this episode. I would also love if you could leave a five-star review. Those two actions mean more than you will ever know, and I can't wait to hang out with you on next week's episode.
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