What Does Your Client Inquiry Process Really Look Like?

Let's talk about your client inquiry process and a few simple ways for you to offer a quick and responsive inquiry experience to all your potential clients.

Your inquiry process initiates the start of your client experience process. Quick, clear, and consistent are three key elements of your inquiry process. The goal is to capture your potential client's information and have them book a consultation with you in less than two minutes depending on your business structure.

So, here's a breakdown of what your Inquiry process should look like:

• The lead/client fills out the contact form on your website

• They immediately receive your "Thank You for Your Inquiry'' email with a link to book their consultation

• After the lead books the consultation, they will receive a confirmation with all the details for the meeting

• The lead will receive a consultation reminder email 24 hours before the scheduled session

• The lead will receive a consultation reminder email 1 hour before the scheduled session

• After consultation - send Thank you and next steps email

See how simple, clear, and consistent this process is?! Now, remember your inquiry process is the first point of contact with you and your clients, so always ensure that it is not overly confusing and frustrating for them to book a call with you or to inquire about your services. Your first impression is always lasting, take some time to revisit/restructure your current inquiry process to see if any changes are needed as this will help you to effectively manage your leads and hinder clients from falling through the cracks. Creating detailed workflows will help you to consistently capture and nurture your potential clients while you sleep, on vacation, taking CEO days, or simply focusing on other important aspects of your business. It will change your life!

If you need help mapping out your business processes from inquiry to offboarding, streamlining your operations, and boosting your business efficiency - Click the button below to check out my Dubsado setup, Workflow Mapping Session, Systems Audit VIP Day or click here to book your free clarity session for us to discuss your business goals and processes.

So tell me, what does your inquiry process look like? Do you need to revisit your processes to ensure that your are effectively and seamlessly serving all your clients? Drop your answers or ask me any questions in the comments section below⬇