Is this happening to you?

You started your business by yourself. You have a big vision of what is possible for you in business and how you can serve your clients.

You are not a process person so you kinda duct-taped pieces together to make it into something more. You use a mix of software and automation for client fulfillment, project management and client management.

Nothing is properly streamlined and there are no SOPs for the admin side of things so follow-up like invoicing and getting proposals out on time fall through the cracks. Somewhere along the way, you became the bottleneck in the business.

You passionately want your clients to get the results that they want. But there is no proper tracking of certain things, and it feels like clients are in control of the whole delivery process.

They don’t abide by the rules. They overstep your boundaries and keep switching up their ideas. They are sorta wishy washy on things.

They are super late with giving you feedback or sending you things. You chase them to get the information that you need.

This delays the whole process, messes with your creative process and turns your process, and deadlines into shambles.

Now, you are getting larger client projects, so you need to hire more people to add to the fulfillment team. But you want something properly structured for them to come into. So, you can manage them properly as they manage client projects. You want them to know exactly what they are going to do on a recurring basis, or even just the one-time thing.

Plus, you really want to have your freedom and grow your business without feeling like you are working for a boss instead of running a business. You long for proper vacations and sick days.

🤓You, my friend, just got bitten by the "Behavioural Influence Model" bug.

It is why clients miss deadlines and you chase them for 3 months to do the work. But they can't wait to play 17090 Candy Crush levels...

It's why Marketing Agency Julie’s team takes charge and runs the show, while your new hire started 90 days ago, and you are still in the day-to-day weeds as follow-ups fall through the cracks.

🔐Creating a streamlined world-class client fulfilment process is a behavioural influence thing.

People don't just wake up and work to get to an outcome.

🦩Whether they are clients or team members, they are influenced to exhibit behaviours and take steps that keep them working towards an outcome.

Which means your client journey fosters the engagement that keeps clients motivated to move forward and help your team to know what to do as they deliver your services.

And how do you foster client engagement?

It's a simple formula.

Engagement = Moments of Pride + Timelines + Communication

Click here to read about the first thing you need to streamline client fulfillment so it could one day be handed off to somebody else – An Engaging Client Journey.

Read the full "Streamlining Client Fulfilment" Series below.

Here is Part 1 (this post): The Key to Streamlining Duct-taped Client Fulfillment So It Needs Less Of You In It

Here is Part 2: Getting High Client and Team Engagement With Less Work During Fulfillment

Here is Part 3: Working with Clients Who Follow Your Process and Get Results With Less Work

Here is Part 4: Keeping the momentum to results without constantly extinguishing little unnecessary client and team fires

Book a call to talk about how we can help you streamline client fulfilment so you can finally deliver your services with less work and stop being the bottleneck in your business.

Be amazing,

Danielle & Chanel