Onboarding new clients is one of the most time-consuming and important tasks for any small business. Ideally, your onboarding system should run smoothly and leave clients feeling taken care of, but in the messiness of real life, that doesn’t always happen. I find that the best way to manage onboarding successfully is to automate as much of the process as possible. Of course, you still need to give the prospects and new clients your personal time and attention! However, if you can leave all the details to be dealt with according to a set of basic procedures, it frees up…
Read MoreWith the holiday season in full swing, your focus should be on offering clients the same great, reliable service you give them year-round, to help reduce the stress of this time of year. For most small businesses, the last two months of the year can be very busy. However, they’re also one of the best times to show your clients how invaluable you are to them, and how much you appreciate their business. By taking a bit of extra time to ensure that your seasonal client care is top notch, you’ll be sure to avoid ending up on any “naughty…
Read MoreDo you know how to listen well as a business owner? Really, I’m not asking this facetiously; a lot of people don’t actually have well-developed listening skills, and that can hold them back in the world of small business ownership. Communication is the key to running a successful business, and listening should be the bulk of your communication! In a world of constant distractions, where we’ve been taught to multi-task as often as possible, many people have difficulty keeping their attention focused on a single conversation for any length of time. This can be a huge source of miscommunication between…
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