How Using Gift Cards Can Help You Get More Clients

Learn how a career coach used gift cards to grow her business

A career coach who helps people get good jobs was looking for a way to expand her business, and wasn’t sure where to start. That was until she found out about a gift card feature on a popular CRM she used. She was trying to pinpoint a way that people could give her services to others, so she soon realized how useful offering gift cards could truly be.

She first tested out the gift card feature by offering quick resumé review services. She shared it in a few online groups that she’s a part of, and a few people purchased one immediately.

Here’s how she did it:

Step 1: She decided which services and prices she wanted to offer.

Step 2: She figured out what to write on the gift card by figuring out the following things:

• What can people use the gift card for?

• How long until it expires?

• How can people use the gift card once they buy it?

• It’s important to make sure that an email detailing next steps is sent after the gift card is purchased.

Include all important details that a user might need to know in the gift card description.

Step 3: She set up a questionnaire to gather important information she would need at the time of purchase, including:

• Who are you?

• Who is the gift card for?

Step 4: She designed her gift card.

Step 5: She created a draft email template to send as a follow-up after the gift card was purchased.

Step 6: After that, she used a client workflow automation software to add the gift card recipient as a client in her dashboard. That way, once she had delivered her service to clients, they’d be included in automatic follow-up steps (including requesting testimonials and referrals). This ensures that these new gift card clients are included in her client tracker.

Gift cards helped this career coach expand her business by increasing the accessibility of her services. She was able to offer something concrete that could be completed in a fixed period of time. This was a fantastic introduction for gift card clients to continue working with her personally if they wished to do so.

Aside from gift cards, she also uses a crm for freelancers to stay organized. Using this crm helped her scale her business by saving her time in terms of how she manages her projects. It has saved her countless hours in terms of creating invoices in a word processing platform, sending them out, fielding inquiries, etc. She has grown her bookings significantly since signing up for that crm.

Don’t be afraid to speak to friends who use the tool (even in other industries) or to reach out to customer support. Sometimes you might not have time to watch all of the videos while you’re running your business. Accessing the information available to you is so helpful.

A good crm makes it much easier to grow a services-based business. From managing inquiries to helping you get paid with online invoices, you’ll be glad you joined.

I write about the tools of crms to help other small businesses and freelancers who are getting started themselves or just want to gain more knowledge. I hope that the information I provide helps you grow your business!