Processes and systems

The last thing you want is your clients feeling buyer’s remorse. So here are some ways you can use your onboarding process to inspire trust and confidence.

How do you make sure your past clients remember you, without selling to them all the time? Here are 9 easy ways to keep in touch regularly.

Get these 5 key elements right to create a great client experience, and have your clients singing your praises for years.

A client portal can be a great way to make your clients’ lives easier whilst working with you, and give them confidence that you’re fully in control of your processes and systems. But what should you consider when choosing which client portal software to use?

Should you send your clients gifts as a standard part of working with them? And what types of gifts will enhance their experience of working with you?

Google Calendar has changed a default setting so events are only automatically added if you ‘know’ the person. What does this means for appointment bookings?

Whilst chasing invoices isn’t fun, getting them paid is obviously critical. Read on for four ways to use templates and automations to make chasing invoices easier.

Client management is simply how you manage your client relationships. But what does that mean in practice and why is it important for your small business?

All your business buddies are loving that new, shiny piece of software, but how do you know if it’s right for your small business? Use these 5 steps for a thorough review.

With thousands of CRM systems to choose from, deciding which one to use can feel overwhelming. This handy guide takes you through 4 types and helps you choose one that is right for you.