Using Guides and Videos to Improve Your Client Experience

Today I’m talking about using guides and videos to improve your client experience. As a small business owner offering one-on-one services, client experience is a huge part of how I continue to grow my business. As I’ve developed my design process, I’ve found that by using guides and video, I can better serve my clients by making things easy for them to understand and giving them a reference they can use throughout our time together and even after our projects wrap up. In this episode, I’m talking about how you can use guides and videos in your own business to the benefit of both you and your clients.

Topics Discussed:

• How tools like guides and videos help your clients

• The types of guides should you can use in your businesses

• Creating  guides that are helpful, but not overwhelming

• Why video is so important to the client experience

• Some  ways you can use video for your clients

• The videos and guides can you automate and the ones you need to customize

Resources Discussed:

• InDesign

• Canva

• Loom

• Acuity

• Zoom

Action Steps:

1. If you don’t have an account with Loom, set one up.

2. Start adding a video meeting to your on-boarding process.

3. Create a welcome guide for clients interested in working with you.