The smart client onboarding formula for enhanced customer experience with Melissa Morris
When you started your business, you were probably focused entirely on one thing: finding clients. This is an obvious first step in running your own business, but many entrepreneurs quickly get overwhelmed by client work and skip over some of the less glamorous operations tasks that really should be done at the beginning. And when you don’t have systems and processes that guide clients’ experience working with you, it’s easy to start getting super busy, forgetting deliverables and frustrating the people who are giving you money. Never a good recipe!
In this episode of the Operations Month series, we’re talking all about automating your business processes to give your clients - and yourself - a better experience.
Melissa Morris is a business operations consultant who helps service providers streamline and automate their business processes. She focuses especially on client onboarding, management, and offboarding so her clients can spend less time working in their business and more time working on their business.
Melissa shares a ton of valuable and immediately applicable information with us today. She and I talk about how to know if you need processes and automation, why so many business owners fall into the overworking and overdelivering trap, and how to set boundaries with your clients from the outset. We also discuss strategic automation and whether you should work with a business operations manager.
What You’ll Learn from this Episode:
- The common pain points entrepreneurs experience before they start using processes and automation in their business.
- Why hiring a VA isn’t the right solution if you need more efficiency and automation in your business.
- How getting stuck in too much client work (without the proper processes) can impact your ability to do sales and marketing.
- Why service providers with recurring projects & clients especially need to get their processes and boundaries in place early.
- How a “getting started” email can help you set expectations with new clients right away - and make working together a smoother process in the long run.
- Why you need to use automation strategically if you want to get real efficiency gains from these processes.
- Why so many business owners are resistant to implementing processes and automation that will save time.
Links mentioned in this show
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Hey there. I know what it's like to try and fail over and over again. I've been through all the mindset ups and downs, feeling like a failure and wondering why it's so hard to attract amazing clients consistently.
I finally realized, more recently that I'd like to admit, I was still hiding. I was afraid to put my work into the world in case no one wanted it. What I really wanted was for someone to say, "hey you, your stuff is great, come share it with my audience". Finally I realized that that would never happen, not until I started first.
Putting out my content and message into the world had to begin with me. I committed to showing up consistently and building my own meaningful relationships. The result? Much more clarity about how to gain visibility and grow my brand. And, of course, THIS PODCAST which I'm thrilled to host!
A LITTLE ABOUT ME
