What is the LifeCycle of your Client?
Monday April 4, 2016
Have you figured out what your lifecycle is for your client? It’s one of the first items you should systematize when starting your business!
Stages:
What are your company stages?
Each client should be viewed as a project > and each project has a stage > each stage has action or tasks that must be completed before > moving onto the next stage. Ok that was confusing…the above chart shows a basic stage (your company may have more or less)
- Introduction
- First Meeting
- Proposal
- Payment
- Project or Sales
- Follow Up
Once you define each stage for your client lifecycle you then need to deep dive into what action/task needs to take place to be done to move our customer onto the next stage
Communication:
There should be consistent communication at each stage for your customers. There is nothing more frustrating for a client to be in the dark on a project or purchase you make with a vendor
- Introduction
- Thank your referral partner for sending the introduction
- Give the introduction company and/or individual an introduction about yourself
If this is done in person make it a point to listen to the needs of the individual and talk about them vs. discussing what you do the entire time - Ask to set up a follow up or discovery meeting…yes you can do this even if you sell product …have them come to your store/office
- First Meeting
- Really focus this meeting on the other party…most call this a One2One or a Discovery meeting
- This isn’t an interview, its an opportunity to get to know them
- If you feel there could be business done, set up a follow up meeting to discuss potential business…but don’t make the first meeting about closing the deal
- Proposal
- I’ts not just about getting them to sign your contract or hand over their credit card
- Educate on how your service or product will help them…give them benefits vs. features
- Make it a soft close vs. a pushy sale
- Payment
- Ensure to send a thank you for your business at the payment stage
- Educate your customer on the next steps both verbally & in writing
- During the project
- View the original post for information for the "Follow Up" stage
We will be covering this and more at our Client & Employee Retention with Appreciation  Marketing® workshop on August 25th, 2015
Make sure to come back next week as we give you tips using your CRM to keep track of each stage of your clients, fresh ideas on keeping your brand in front of your clients and a bonus post about creating a lifecycle for your employees!
Categories

Recent Posts
Popular Tags
generate leads seo success Brand email Small Business Tips marketing strategy cyber security mobile responsive partnershipsArchives
Subscribe

