80 | Making Your Process Easy for Your Clients
Today I’m talking about making your process easy for your clients. Creating a process that serves both you and your clients is the key to growing your business in a way that is sustainable and supports your big dreams. But if you’ve never put a formal process in place, it can be overwhelming to think about creating one. Here’s the good news: if you’ve worked with clients in the past, you already have a lot of the tools you need to create a process that works for you and your clients.
Topics Discussed:
- How to create a process that works for you and your clients
- Determining what you need to automate and what you have to do yourself
- Why your work style matters for your process
- Using your past and current clients to design your process
- The importance of being flexible and making changes
- Things you can create to make your process easier for your clients
Resources Discussed:
Action Steps:
- Write down all the steps you go through with a client and lay them out.
- See where you can automate or simplify the process, then implement one of those.
- Create an email template that you can customize for on-boarding a client.