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A seamless Client Journey, or clientflow, can help increase your revenue.

Author: Adrien James
by Adrien James
Posted: Jan 14, 2024

It’s not always easy to grow your revenue. There are many strategies and options when looking to improve and expand: hiring more people, increasing marketing efforts, perfecting or adding services, or raising your prices.

While all of these things can help you grow your revenue, where you should focus just depends on your business strategy and goals. But there is one thing in particular that many independents overlook, and that’s optimizing your clientflow.

Your clientflow includes all of the processes that go into running your business. From selling your services, to booking clients, managing projects, and collecting feedback, when each step of your clientflow is optimized, you can count on achieving more of your goals.

Convert leads more effectively

There are two common issues when it comes to leads for any business:

  1. Not enough inquiries or leads

  2. Leads are falling off at some point before booking

To solve these, you need a better way to capture more leads, qualify, and nurture them.

Automate your intake process

Make sure you have contact forms available on all your public-facing channels. You want to make it as easy as possible for potential clients to inquire once they’re interested in your services.

Always keep an eye on the status of your leads

Once you have gained a new lead, it’s important to keep tabs on their progress. If your leads are falling off before booking, this can help you stay on top of where they are and what they need. A project pipeline gives you a clear overview of where your leads are in the funnel and what steps need to be taken to convert.

Sell your services and book clients in less time

Once you have configured a way to keep a healthy stream of leads, you can optimize your clientflow to eliminate extra steps and unnecessary emails with your new leads. Explore how you can enhance your sales process with interactive, branded collateral like sales videos, pricing guides, and brochures. Send prospects a branded online contract along with your proposal to help streamline your clientflow.

Take on more projects with less work

Mapping your clientflow can help you identify areas where you’re spending too much time, like evaluating clients and finalizing bookings. With a seamless clientflow, you can expedite your booking process which means less time landing clients and more time executing your services.

Continue to optimize with each new client

When you’re ready to close a project, it’s always valuable to gather feedback. As the last stage in your clientflow, understanding each new client’s experience can provide actionable insights to help you improve your clientflow for the next project.

Use this feedback to sharpen your skills, raise your prices and optimize your future communication like payment reminder emails. You might even find that you’ve been undercharging for something clients would be willing to pay more for.
About the Author

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!

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Author: Adrien James
Professional Member

Adrien James

Member since: Nov 03, 2021
Published articles: 24

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