Making Your Process Easy for Your Clients

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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:

  1. Write down all the steps you go through with a client and lay them out.

  2. See where you can automate or simplify the process, then implement one of those.

  3. Create an email template that you can customize for on-boarding a client.