Focus Day: De-stress Your Client Management

Spend a day improving your inconsistent and uncomfortable 1 to 1 client management.
Then relax, knowing that your clients will get a smooth experience and you won’t drop any balls for them.

Onboarding in a mess?

Never quite sure where each client is in your process?

Offboarding process non-existent?

Do any of these sound familiar with your 1 to 1 clients?

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You waste time hunting for items, going back and forth with potential clients or doing everything manually.

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You’re worried you’ll forget certain steps… or forget to chase clients who’ve forgotten to do certain steps.

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You start every proposal from scratch and/or have no email templates.

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You’re worried your clients aren’t getting the best experience.

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Or you DO give your clients a fantastic experience, but at the expense of your own sanity (nothing is where it should be, your inbox is stuffed with client details…)

Jo Shock sits on a wooden deck, She's smiling at the camera, wearing a pink hoodie, navy top and blue jeans. She has her arms crossed over her legs.

In short: your client management system is inefficient.

It’s costing you time and energy, and may be compromising your clients’ experience too.

And now you’re finally ready to make it a priority.

It’s time to create a better experience for your clients, and to make onboarding and working with your clients a relaxed experience for you too.

Spend a virtual day with me to get:

  • My expertise, experience and fresh pair of eyes analysing the stresses in your client management system.
  • Personalised and prioritised solutions to your client management frustrations.
  • Accountability to put those solutions into place straight away.
  • And my support and knowledge to tackle your solutions, without spending hours chatting to tech support or wading through YouTube help videos.

A Focus Day will work for you if you sell 1 to 1 services online – even if you deliver the service offline.

Fay felt that her client onboarding could be stronger, but it felt overwhelming to tackle on her own so she kept putting it off:

I hadn’t used Voxer before, so was a little unsure about what to expect but it was brilliant.

Jo has an uncanny ability to look at how you are currently operating and see a clear path forward for improving things so that you can offer a streamlined and client-focused onboarding experience. 

I have been recommending her services to all of my friends who have their own businesses and am looking forward to working with her again soon for help with my client offboarding process.

Fay Wallis

Bright Sky Career Coaching

Streamline your onboarding, delivery or offboarding.

Create an experience that your clients will love and take the pressure off your valuable headspace.

(After all – you need to save that headspace to deliver your expertise for your clients.)

A photo of Jo Shock smiling, showing her head and shoulders. She's sitting in a garden with flowers behind her, and sunlight is shining on the flowers. She's wearing a blue dress with white spots and she has brown glasses.

Focus Day: De-stress Your Client Management is a virtual day with me on the Voxer app, fixing your frustrating client management issues.

We can look at any section of your client onboarding, delivery or offboarding & after care. And we can tackle:

  • Messy processes
  • Frustrating or underused software
  • Communication improvements
  • Unaligned tracking systems

Create a smooth process for you so you always know what comes next.

Check which software suits you best, and that it’s set up to work for you.

Upgrade your communications for clarity and tone, to make sure your clients feel highly valued and confident working with you.

Here’s how it works

The day takes place on Voxer, a free, easy-to-use walkie-talkie app. We can talk and send voice notes as required, no Zoom calls needed. If you’re not familiar with Voxer, I’ll walk you through how to set up an account and use it.

The ‘day’ is actually 5 hours – and we don’t spend all of that together.

AHEAD OF THE DAY

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You complete a short application form.

This is for me to understand what’s most frustrating about your 1 to 1 client management, and to see what we can achieve in a day together.

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I’ll send you a link to choose your day and pay.

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We’ll connect on Voxer ahead of the day so we’re ready to dive straight in.

If you’re not familiar with Voxer, I’ll send you straightforward instructions to set it up ahead of our day.

ON THE DAY

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Issue Investigation – together

We begin the day with me asking lots of questions and looking at your processes and struggles from you and your clients’ points of view. I may ask you to send me some documents so you will need to be at your computer.

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Streamlining Stage – me

I map out your streamlined process, highlight improvements and explain your suggested upgrades, before sending them to you.

I may have a follow up question so while you can get on with other things during this time, I’ll need to be able to contact you for quick answers so ask that you don’t book other calls during this time.

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Review Time – you

This is your chance to look over my suggestions. This might be detailed notes or an overview at this stage, depending on the issues.

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Discuss and Prioritise – together

We’ll discuss the steps needed to implement the changes and prioritise an order for tackling them.

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Implement – together

Now you’re in the driving seat (at your computer) while I’m in the passenger seat (on Voxer) providing instructions, technical answers and accountability to get it done.

You can ask me as many questions as you like, and if you’re nervous setting up new tech we will take it one step at a time. But rest assured, I tailor my recommendations to you, your clients, your comfort with tech and your budget, so I won’t be dropping you in at the deep end!

If I think that you need a completely new system which is too complex to set up in a single day or requires additional support then we’ll discuss the best way to get this done for you. I always aim to give recommendations that you can implement quickly, but not at the expense of making the right recommendations for you and your business in the long term.

Upgrade your client management for £249

There’s an option to ask any questions on the application form, or contact me here with your questions.

I’ll review your form and questions in 2 working days (usually quicker) and reply by email with answers to any questions or a link to book if you’re ready to go ahead.

A Focus Day is for you if:

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you’re a 1 or 2-person service-provider

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you set-up your new clients online (even if you deliver the service offline)

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you want to save time and make your services simple to deliver

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you’re ready to level up your business.

A Focus Day is not for you if:

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you’re completely new to running a business

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you don’t know what service you offer or who your clients are

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you don’t want to make any changes in your business

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you want help with sales and marketing funnels.

“Jo was brilliant right from the start. She first of all asked me lots of questions about how I currently onboarded my clients and what tech I used that I was happy with.

She also asked what I felt wasn’t working quite as well as it could.

She then went away to look at it all for me and came back with a visual workflow which is just so useful and something I would never have thought of, and then suggestions as to which gaps I could plug in my process and how to do that. We then had some time to implement her suggestions.

I now have my first process in place and will certainly be going back to Jo to get other processes sorted in the next few months.”

Tracy Hooper

Style Coach

Get your onboarding aligned with your business, your client tracking feeling ship-shape or your offboarding ready to wow your clients.

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Stage 1: Investigation (me asking you questions on Voxer)

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Stage 2: Upgrade advice on process, communication and tech improvements (all me)

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Stage 3: Review (you)

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Stage 4: Discuss and prioritise (together)

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Stage 5: Implementation (you, with my support on Voxer)

I have 3 booking slots available per month during term time.

FAQs

What is Voxer?

Voxer is a simple walkie-talkie app, which you can download and use for free. We can listen to messages in real-time, as well as play them back and send text messages too. This flexibility allows us to make the most of our chats throughout the day. If you’re not familiar with Voxer, I’ll send you straightforward instructions to set it up ahead of our day.

What if you’re not familiar with my software?

I keep on top of a variety of the most popular client management software used by solo business owners, but I can’t possibly know them all (there are thousands). That’s why I ask for information about your tech on the application form to be sure I can help you before you book.

Will you just recommend software that you’re an affiliate for?

I want you to be confident that I’m making the best recommendations for you, not for me. This is why I’m not an affiliate for any client management software so you can be sure that all my advice is impartial.

Onboarding can mean different things to different people - how early in the process can we start?

If it’s your onboarding process which is causing you stress, we can start from when you’re having serious 1-1 communication with a potential client, e.g. it could include a discovery call if you have those.

Why is the day 5 hours, not 7 or 8?

Because while we will take breaks, we’re going to make the most of the time – and I don’t know about you but I can’t be at my best for 7 or 8 hours straight.

Can I book other appointments during the day?

To make sure you get the most out of the day, it’s best not to book in other calls or appointments. However, you won’t have to be ‘on’ the whole time. That’s the beauty of using Voxer.

What if I need to reschedule or cancel my booked day?

Life can get complicated so if you need to reschedule, please give me as much notice as possible. I’ll do my best to find an alternative day for you that’s not too far in the future, however please be aware that I only have 3 booking slots available per month during term time for this service.

If you change your mind and would like to cancel before the day, I will offer a full refund. After the scheduled start time for the day, your payment is not refundable.

If we start our day together and it becomes clear to me that this service is not a good fit for your business after all, then I’ll let you know this and we will stop the session. In this case I will normally issue you with a full refund. This is entirely at my discretion.

I'm in a different time zone (i.e. not GMT/BST) - can we still make this work?

Focus Days are currently booked for 10am-3pm UK time. However, I’d like to be able to offer a split virtual ‘day’ across two days, so we can work across timezones together. At the time of writing, I haven’t trialled this option but do get in touch if you’d like to discuss how we can make this work for you.

Can you look at the whole process for all of my services in a single day?

Probably not. If you have a couple of similar services and you don’t need a complex process then we may be able to tackle the whole thing in 1 day.

But in most cases you’ll need to choose which service(s) and which part of the client management process you want to focus on for the day to make sure we can achieve your goals. If you’re unsure what you’d like to tackle, then complete the form and we can discuss your options.

You can always book another day to tackle another section of your process or a different service.

Or if you feel like your whole client management process across multiple services requires an upgrade then Level Up Your Client Management may suit your needs better. As always, if you’re not sure, get in touch to discuss your client management frustrations.

 

Can you guarantee results?

I can’t guarantee any results or outcomes from your Focus Day, and you probably wouldn’t trust me if I did.

I will provide the best advice that I can, based on the information you tell me. It’s going to be up to you to decide which of my recommendations to implement in your business, and to be responsible for the results. 

Jonathan wanted to move forward with improving his client onboarding process, but had been procrastinating:

“I gained so many valuable insights to help me implement and maintain a first-class onboarding process for my clients. Now thanks to Jo’s expertise and patience walking me through the process, I am motivated to take the next steps.

Highly recommended if you want to take your client management to the next level!”

Jonathan White

Design Director, Garlic Agency

“I’d been fretting about my onboarding process for ages and couldn’t find anything that worked for me. I’d tried various software over the years to organise myself like Trello, Asana, and Notion. Nothing seemed to work with my brain.

The Voxer day was great. I was able to think through things and reply in my own time. Jo mentioned a piece of software I had never heard of before. I thought I’d looked at everything but this was new. I took one look at it and got very excited. All the things I wanted were right there!”

Rachel Extance

Copywriter and Content Coach

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