5 Steps to Optimizing Client Contact Efficiently in Your Business

As business owners, we are all busy, and our clients are too!

One way of ensuring that clients respect your time, is by making sure that you also respect theirs.

The trick is to find the most efficient way of communicating with them, on both sides.

In different industries this can be in different ways but when starting out a relationship with a new client it's best to set the expectations and requirements your business has of them.

Onboarding a new client is the perfect opportunity, they have sought out your services, they understand the value your service will deliver their business. This is the optimal time to educate them on what is required of them for them to receive the best service from your business.

The usual things to consider would be:

• Your preferred method of contact

• What platforms will make your systems slick, smooth and professional

• Where your business provides a service for their business, what is the best way to review this with them, particularly where you can demonstrate how your skill and expertise can lead them to their next steps

All business owners want their businesses to grow, how can you position yourself to be a part of that and bring them on the journey with you.

Few want to fly by the seat of their pants in their business, though it may seem that way at times.

My five top tips for ensuring all parties are prepared to utilise their time as efficiently and effectively as possible are:

1. Prepare in advance: Always have a clear agenda and necessary materials ready before meetings, this can be a simple message setting out the tone of the meeting, formal agendas have their place meeting depending.

2. Use technology: Leverage CRM tools to keep track of client information and interactions, review these prior to the meeting, your clients' needs will be at the forefront of their minds, demonstrating you are both on the same wavelength will make them feel seen and understood.

3. Set clear expectations: Communicate timelines and deliverables clearly to avoid misunderstandings, arrange next steps and book things in the diary there and then, if it’s in the diary it can be moved later if needed.

4. Follow up promptly: Remind them how you value their business.

5. Stories stick: Share a relevant success story as a memorable way to enhance client confidence.

Whether you have new clients you are onboarding or you want to review your client journey processes, I’m offering a FREE 30 min Client Journey Insight Session where we can find opportunities for your business to enhance its client contact. Click the book now button below when you are ready.