Wit + Wisdom: Serious Business. Seriously Funny.

We're talking all about creating a positive client experience, from discovery calls and onboarding to overdelivering and follow-up. Make your clients fall in love with you because it's easier to retain a client than find a new one! Erin is a coach and Kirsten offers services, so we deal with clients a bit differently, but we both work hard to create a positive client experience. Here are our tips: (some links are referral links) The client experience starts before any work gets done. As soon as someone contacts you, they become a lead. The way you treat your leads will give them a good idea of how the client experience will go. Make the process as seamless and smooth for the client as possible. Create a workflow that dictates how you communicate with your client, what docs are sent and when, how clients will schedule meetings, etc. Must-Haves: Invoicing and Contracts. Erin and Kirsten both recommend Dubsado, a powerful and affordable client management system. If you need to start with a free versio