Booking systems, contracts, communications… When your 1 to 1 client management system doesn’t run smoothly, then working with clients can become stressful. And then the admin of working with them overshadows the great work that you do for your clients.
(If you’re not sure what a client management system is or why it’s important, check out this blog.)
Whether the frustrations appear during the onboarding, delivery or offboarding stages, there are 4 typical signs that your client management system (or lack of a system) is stressing you out:
You worry if your clients are getting the best experience
All around you, you see other business owners talking about welcome packs, proposals and onboarding gifts, and you wonder if you should be sending all of these things too. Perhaps you’ve got corporate and non-corporate clients and you’re not sure if you should be treating them differently.
Your clients seem happy enough, but you wonder if you could be doing anything better.
You have doubts about your software
You have software for your client management processes, but you don’t think you’re making the most of it. You wonder if switching to something else is the solution? Or maybe you just need to get your apps to talk to each other so you’re not duplicating information – but how?
You’re getting ‘near misses’
Maybe it’s those nearly-forgotten contracts or delays replying to clients – the ones which come with middle-of-the-night reminders from your overflowing brain. Or perhaps you’re missing out on testimonials from past clients, or on following up with potential clients quickly.
Perhaps you never quite drop the ball, but it feels like you’re always apologising for sending things late and you hope that your reputation doesn’t take a hit.
You’re holding back
Even if you’re confident in the value you bring to your clients, if you’re not confident in your onboarding and delivery processes, you’re likely to be holding back on those services:
- You delay replying to potential clients because you don’t have clear information about their needs.
- You procrastinate on introducing something new you’ve created – like a client portal – because you’re not sure if it’s good enough.
- You’re not promoting your service because you’re not confident in how you deliver it.
Which symptom is stressing you out the most?
If you’d like to chat about how you can get a stress-free 1 to 1 client management system, get in touch to find out more.
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