Did you know that having a great offboarding process for your clients is just as important as having an onboarding process?
Most small business owners don't even think about an offboarding process even if they have spent time and money creating a brilliant first-class client journey for their onboarding and you may think why spend ages on past clients especially when you are struggling to manage your time and have provided a good service to that client.
There are many benefits of keeping in touch and nurturing your past clients, as well as the new and here, are just a few of the benefits:
Repeat business - keeping in touch with previous clients means you will be first in their mind when they require your service again and will be less likely to go to your competitor.
Referrals - a recommendation from an ex-client is the best type of advertising, make sure you offer a great referral scheme to your past clients, this will encourage them to recommend you to their friends and colleagues plus in the business groups they are in on social media which will result in boosting your profile.
Reviews/Testimonials - small businesses run on great reviews so having a great offboarding process reminds you to ask for that all important review because it is so easy to forget.
Reputation - providing a good client journey even to your past clients makes them feel special and cared about, instead of feeling they were just a number so this makes them think highly of you and your business which as a result leaves only positive thoughts in their mind regarding your business.
Relationships - creating great relationships with your ideal clients, and other business owners in the same industry only helps build your business and your profile which as a result benefits your business.
Feedback - sending out a feedback form will help you know what you are doing right and what could be improved. Just don't get upset if you receive some negative comments back, the negative comments can be the comments which make your business better.
Before I built an offboarding workflow in Dubsado, I was forever forgetting to email previous clients to ask if they would be kind enough to write me a review/testimonial, which resulted in me losing out on many. Even though I would promise myself to keep in touch, I even set up reminders in my calendar but I always forgot due to other commitments and lack of time. This is why I just love Dubsado, it allowed me to create an offboarding workflow where all the steps were automated. From the client leaving and for months after I have set up a step-by-step process so that my previous clients all receive the same level of service. From sending out a Feedback form to asking for a testimonial, and having emails set up with a referral scheme also a few emails to check-in to see how they are getting on. With all this automation, there is no extra work from me, apart from the initial set-up, and now I will never forget to ask for a review or to keep in touch with old clients so Dubsado is just the perfect tool to use.
If you would like to know more about why I love Dubsado, check out my recent blog on 'Benefits Dubsado bring to your Business'
For any advice or help on your client journey just book a call below.
Heidi at Creative Edge VA Ltd
Check out my Dubsado Resource page for all things Dubsado
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