What Should Be Included In A Client Workflow?

Having your client workflow nailed is a huge step in providing the best experience for your couples and/or clients (not to mention saving you time and stress). No matter whether you are just starting out or have been in the industry for a while, mapping out and implementing a strong workflow will result in an amazing client journey, that will leave you with 5-star reviews!

What you should have for a good workflow:

• Firstly you’ll want to invest in a great CRM software – this will incorporate everything together – contact forms, invoicing, contracts, emails and questionnaires – all in one place! An includes automation the key to making your workflow effortless

• Enquiry form with initial questions – this will help you to determine what the client is looking for and determines if the client is the right fit for you.

• A pricing and services guide

• A proposal (sent after your initial call)

• A clear invoicing system and contract

• Timeline – key information about what comes next - setting clients’ expectations

• Final delivery and having great communication

 

What you should have for an amazing workflow for that ultimate experience:

• Everything above plus;

• Appointment Scheduler – this means a client can choose a date and time from a pre-set scheduler, saving you time on emails trying to organise a call.

• A Welcome Guide and Questionnaire

• A Welcome/thank you gift once they’ve booked – this can be electronic or a physical gift.

• Reminder Emails – whether this is for payment reminders, upcoming calls, or any task(s) the client may need to complete

• Offboarding Guide

• Personal handwritten note to say thank you (perhaps when delivering the final product or service)

• Follow up email to see how they feel about the service – also a great way to get client feedback for your website and social media!

 

This may seem like a LOT to do, and can be overwhelming at the start but ultimately by putting in the time and effort, but trust me, it is going to be so worth it in the long run!

Do you need help setting up your workflow, CRM or client assets (pricing and services, welcome guide etc.) or perhaps you would like to give your current workflow an overhaul – please reach out, I am here to help!

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