The key to high-value clients who behave like billboards is a streamlined client fulfilment process that gets results.
That's the easiest way to boost your profits and cut down the time and money you spend on lead gen, sales and fulfilment activities.
Once your client fulfillment process becomes a well-oiled “world-class client results and experiences” manufacturing machine operates effectively no matter its operator…
All you have to do is say "hasta la vista" (offboard clients) in a way that activates your most effective salespeople: happy high-value clients.
They become the flashing neon billboards who eagerly shout from the mountaintops about your work, can't wait to work with you again and send a flood of new leads in.
So how do you reduce your lead gen time and increase the quality and quantity of your leads. Invest in the post-sale relationship. Let’s look at how to do that!
The post-sale relationship goes something like this… (I triple dog dare you to sing with me) 🤣
😗😗[your name] and [your client] sitting in a tree...K-I-S-S-I-N-G (you vibe throughout the sales process).
💑💑First comes love (you decide to work together, then they pay you!)
💒💒Then comes marriage (coughs) I mean onboarding…
👋👋Then comes Arnold Schwarzenegger with "hasta la vista baby!" (you offboard them - hopefully into the next phase of working with you.)
The hyperlinked pieces above share how you can streamline your client fulfillment process to get happy high-valued clients.
Today’s focus is on how to streamline your offboarding process, so you reduce your lead gen time and costs by transforming your clients into people who sign back up and tell everyone and their grandmothers about you and your services.
Many business owners miss out on the business growth and time freedom opportunities present in client offboarding. They either don’t do client offboarding…the engagement ends and that’s it. Or they don’t do offboarding well… they say thank you to their clients and that’s it.
Offboarding is way more than that. Client offboarding is a golden goose opportunity to:
Express that it was great to work together.
Get feedback from your client about their experience
Reiterate to your clients what you accomplished together. What are your mutual wins? Did they hit their goal?
Request a testimonial and/or a referral.
Share the next steps they can take as it relates to working with you in the future or even with another business associate who can help them solve the next problem they’ll have.
Hand off any materials they’ll need to have access to.
That’s how you create opportunities to sell another offer, obtain meaningful reviews/testimonials that will help to drive more sales and establish an opening to return as a client down the road.
That’s how you ensure your client feels like they got the result they want and experiences closure. Doing it well means you create an advocate who will better vet people they send your way. Bingo! That improves the quality of your referrals.
That’s how you help them plan for future goals as you gain insight into the needs of your next level of client (offer development and expansion).
And that’s just offboarding from your client’s perspective! What about your team? Remember your goal is to streamline client fulfillment so that you can hand it off to your team. So, of course there is an offboarding process for your team. It looks like:
Celebrating the client wins and rewarding the team who helped the client get there (do this progressively)
Doing any work to close out the client engagement like completing documents and updating client files
Handing over the client to the sales team for follow-up
Doing an internal retrospective to see how you can improve
Saying goodbye.
This is how you create feelings of goodwill and increase job satisfaction with your team. They feel like the experts they are and get opportunities to learn and refine as they review the experience they provided to the client and celebrate the wins.
That’s the power of streamlining your client fulfilment process and having a strong offboarding process.
It leaves your team feeling like the champions they are. You refine your client experience, identify, grow revenue with less work, uncover business growth opportunities and activate an army of advocates who will rave about you from the mountaintops and work with you on repeat.
But it doesn’t end there! We talked about how to streamline your client fulfillment process throughout this series. And yet there is one thing you can do to make sure you aren’t inhibiting the growth of your business even as you attract and get high-value clients who have what it takes to get the results you offer without stressing you the heck out.
Kiss and fall in love with the right clients (have solid streamlined sales process). Don’t miss the next post.
Read the full "Time Freedom & Business Growth" Series below.
Here is Part 1: Get out of the weeds of your business.
Here is Part 2: Dreamy clients...wicked witch behaviors.
Here is Part 3: Going after major client projects or more clients?
Here is Part 4: (this post): Clients who behave like billboards
Here is Part 5: How the sales process is like online dating.
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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