Level Up Your Client Management
A personalised plan to transform your overflowing client management processes from manual and scattergun into a straightforward system that saves you money, time and energy, and gives you room to grow.
Level Up Your Client Management is for small-but-growing service providers who sell their services online (even if you deliver the service offline).
You’re an expert at what you do, but you never quite feel on top of your client management.
Whether it’s your onboarding processes, struggles while delivering to your clients or a lack of follow-up, it’s starting to get in the way of your business.
Maybe all your client information and communications live in your inbox and/or documents… or even your head.
Perhaps you aren’t sure when you last followed up with your promising potential clients.
You don’t have a good way of wrapping up with clients.
You might have signed up for a CRM but don’t know how to make the most of it. Or maybe you’ve abandoned it.
You’re getting more client enquiries and would love to hire some help, but have no idea which parts of your process you could hand over.
Handling client management takes up more headspace than it should. You know there must be a more efficient way that would feel easier, save time and show your clients that they’re in good hands.
It feels like your business is held together with sticky tape and string, and that makes it extremely hard to grow.
So, do you carry on making-do? Do you stop selling your service? Do you hire a virtual assistant to untangle it for you over several months?
Or do you spend 1 hour with me and walk away with a personalised Streamlined Client Management Plan that will make your business feel like it’s made of solid bricks and mortar?
I’ve worked as an editor and virtual assistant for the last 17 years, helping business owners and publishers to make improvements and create consistency across their words and their businesses.
I’ve seen so many business owners with incredible skills, who could easily grow their business through having more efficient client systems.
So I created Level Up Your Client Management to help you optimise how you handle your client management, taking away the headache of wondering if you’re getting everything done.
I knew the experience I wanted my customers to have, but I had no idea how to put it together… until Jo started asking me questions. She made it all seem so easy!
Cristina Hoyt Alvarez, Cristina Hoyt Nutrition
Thanks to the wonderful Jo Shock and her session, I am now flying with Trello and have just taken on a VA as well.
Carys Dorritt, The Polka
Most of the tweaks Jo suggested took me very little time to implement and have made a huge difference already. She’s very knowledgeable about different systems and really takes the time to understand your current process.
Emma Read, Emma Read VA & Associates
Jo has been invaluable in giving me honest, practical advice on how I can improve my systems. Essentially, she has helped this disorganised freelancer get her business in order.
Emma Cossey, The Freelance Lifestyle
How does Level Up Your Client Management work?
We start with a 1-hour Consultation. And 2 weeks’ later you receive your personalised Streamlined Client Management Plan.
I dig out the fragile points in your client management, and make personalised recommendations for step-by-step improvements to save time and give you a smooth system that works for you and your clients.
So, what do you get?
A 60-minute Consultation on Zoom: I retrieve all the information I need from your head, and my brain starts whirring on your recommendations. Clients often come away with magic ideas straight from the call!
A personalised Streamlined Client Management Plan delivered within 2 weeks of your Consultation, including some or all of the following recommendations:
1. Streamlining your client management process: onboarding, delivery and follow-up
- Get a clear, complete process with a Client Management Workflow diagram, for a visual representation of your client management process (perfect for printing and sticking on the wall for reference).
- Recommendations of ways to streamline your client management process, to remove any inefficiencies or gaps.
- Suggestions for the top areas where focusing your energy on improvements will give the most gains.
One round of amends is included with the workflow diagram in case you decide to change any steps after seeing the process visually.
2. Identifying the right client management tech and systems for you:
- The best tech identified for you.
- Instructions on how to create the processes you need within those systems.
- Tweaks to maximise software you already use, and suggestions of where you may want to cancel current software subscriptions that you don’t need.
- Recommendations for ways to streamline the storage and communication of your client information.
- Suggestions for key checklists or templates for your client management.
3. Making the most of your capacity using automations and outsourcing:
- Highlighting the top areas where automating steps in your process could help save you time, based on your available budget, time and comfort with technology.
- Ideas of tasks to outsource to a virtual assistant or associate – specific to your business.
We focus on the most important parts of the process for your business. Areas we look at can include:
Scheduling, booking forms, payments and invoices, contracts, thank you emails and pages, reminder messages, workflows, cancellation and rescheduling policies, following up clients at each stage, additional onboarding information, client portals, CRM systems and client pipelines, and client support systems
Your Streamlined Client Management Plan will explain what to focus on first, so you don’t get overwhelmed trying to change everything at once.
I will also follow up with a 1-month check-in to help you stay accountable to our plan, and to see how you’re getting on with implementing my recommendations.
All for £625
Click the button below to answer 3 quick questions about your business. I want to make sure that I can give you the full benefit of my experience, so I will look over your answers before sending you a link to book and pay for your Consultation.
Book now to save time and energy, and get on top of those wonderful enquiries for your services.
For £625 you get:
A Consultation on Zoom
A Streamlined Client Management Plan, including a Client Management Workflow Diagram covering every step of onboarding and working with your clients
A 1-month accountability check-in
When will I receive my Streamlined Client Management Plan?
Within 2 weeks of your Consultation. You will then have 2 weeks to request any amends to your Client Managament Workflow Diagram.
How does the process work? Can I see a visual map please?
I’m so glad you asked! Click here to see a visual map of how the Level Up Your Client Management process works for you.
What if I can’t find a Consultation time to suit me or I’m in a different time zone?
If you don’t see a time to suit you in your booking email, get in touch to see what we can arrange.
Is my service too simple or too complicated for you to help me?
It’s very unlikely but if in doubt, get in touch to discuss your service with me.
Do you need access to my current systems?
Usually no, but if you use an industry-specific system, access may be helpful after our Consultation. You will receive instructions on how to share access securely.
Will you help me implement my plan?
While I rarely carry out software set-ups myself anymore, I can signpost you to people who do. By following up with you after a month, I can help you to feel confident in how to move forward with implementation.
Will you overcomplicate things for me?
No, my intention is always to simplify. I will make recommendations based on how you want your business to run as well as your own personality and preferences.
Will using automation or outsourcing de-personalise my service?
No, quite the opposite! By ensuring key parts of your process are standardised and automated, you’ll have more capacity to work closely with each individual client and really meet their needs, without worrying that you haven’t covered the basics. And by taking the time to focus on your process, you can see where you can do things differently to serve every client even better.
Will you just recommend systems that you’re an affiliate for?
I don’t ever want my clients to wonder if I have ulterior motives for my recommendations, so I will never provide affiliate links in your Streamlined Client Management Plan. All advice you receive will be impartial.
What happens if I need to reschedule or cancel my Consultation?
Life can get complicated so if you need to reschedule, please give me as much notice as possible. If you change your mind and would like to cancel before your Consultation, I will offer a full refund. After your Consultation, your payment is not refundable.
Please note, I will be honest during your Consultation if I think that Level Up Your Client Management is in fact not a good fit for your business after all, and refund your full fee if this is the case.
Do you offer any discounts for charities or social enterprises?
I do. Please get in touch to find out more.