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Manage episode 151513106 series 1029911
A.C.E. Episode #022
Guest: Jenny Shih
Earlier in her career, Jenny Shih was a project manager working on multi-million dollar engineer based projects, and later realized that helping online service based business owners grow their businesses was her sweet spot.
Using her trained eye from working with a Fortune 500 company, she spotted the need for small business owners to implement systems to avoid overwhelm and leave room to work on big picture business development.
Let’s get one thing straight… A system isn’t: software you use to keep track of things like bookkeeping or email.
Then what is it? A system in your business is a set of steps that you take repeatedly that has been streamlined into a process to save time and be more consistent.
The result is not spending countless hours keeping up with your day-to-day tasks, and leaving you with more mental space to grow your business and time to be creative.
… That has a nice ring to it, doesn’t it?
As you can imagine, there are many areas in our businesses that can benefit from having a system in place. Today, Jenny walks us through exactly what we need to streamline our client management process.
Let’s do this:
Jenny Shih’s Client System Checklist
5 Steps to manage your clients and prospects effectively:
1. Track your prospects and clients… in your head or your email doesn’t cut it!
Capturing their name, email, date, and package they purchased in a simple spreadsheet works just fine.
Bonus points if you add specific session notes, you can learn a lot from the trends that are revealed in these logs.
2. Use an online scheduler & stop emailing back in forth with clients once and for all. There are plenty of options for $5-10/mo. a few popular options are Acuity and TimeTrade.
3. Have a few questions ready that you’d like to ask someone before they get on the phone for a consult. Do: create a mini questionnaire you email to them prior to your appointment to get a little background on their business and get to know them.
Do: Prepare for your consult by reading questions and determining which package would be ideal for them to continue working together.
Don’t: require an application process unless you have a waiting list. This typically acts as a barrier to working with you.
4. Make it really easy for prospects to commit, hire and pay you by including a PayPal link in the follow up email.
5. Send a welcome email. This is a pre-written note from you with all the info and materials they need for their session.
SHOW NOTES can be found at http://kristyoustalet.com/22
Jenny has also shared with us an amazing free training called “How to Make Money Doing What You Love”