Improving the Client Experience

Clients quickly learn, there’s an of difference between good and great.
But how do you create the policies and procedures to go that extra step?

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Listen to your stakeholders

Consistent service and communication between you and your clients is the key to ensure effective and efficient progress as your business relationships. Once the connection is initiated, don’t just wait for the client to reach out to you with their needs. Contact them first, and offer suggestions based on their specific situation as to how your service can prove beneficial. Answer their questions with thoroughness and present multiple options to give them the freedom and respect of deciding how to proceed. Keep the ball bouncing between business and client, but if the client takes a while to respond, reach back out in a kind and reminding manner to reignite the conversation. Be sure to list your stakeholders, whether that be employees, vendors, owners, or clients.

Do you give them away to give feedback and voice opinions? A strong sense of communication is one that exchanges often.

Consistency, Onboarding, Review, and Experience

The best way to not only measure progress but to show your business’s prospects with them is through an organized client onboarding process. Start with the end goal you wish to achieve, work backward and map out the proper steps to reach this goal, and fill out any other details necessary for accomplishing these steps.

You should divide this into a three-step plan, that can all be fit on one page so as not to overwhelm the client. Deadlines or ideal dates can be set to help keep the project going in a timely manner. Establish billing, points of contact and determine if you should have an annual or bi-annual contract.

Assure that you have consistent standards and metrics for client onboarding, Service Level Agreements (SLA), correctly trained employees, quality assurance, and appropriate cost analysis for raw materials or labor required for the service. Standard Operating Procedures (SOP) regarding clients is vital to make sure both your team and your client are on the same page as your relationship grows and the plan is carried out.

Show Appreciation

Be sure to show appreciation to your clients on a regular basis. Always thank them for their time whenever contact is made. Thank them for any documents that need to be filled out on their end. If criticism is given to you, even if non-constructive, be sure to thank them for their feedback, and how your team going forward can implement their suggestions. This all applies to whether the communication is written or verbal. Showing constant gratitude demonstrates the value you put into the client’s presence, and helps foster the business relationship for potential word-of-mouth leads for more clients.

Be Responsive and Aware of Sensitivities

Do you conduct sensitivity training to the appropriate people? There should be a clear format of sensitivity training for the three major roles in business relations. Employees, clients, and vendors. It is essential to established workplace sensitivity training for employees, as this is where all the business is carried out. This covers legal workplace protections that all employees should be conscious of and capable of exercising when communicating with vendors or clients. Not only is this important for maintaining a pristine and amicable relationship with vendors and clients but will protect the company in the cases of possible liabilities or legal actions taken against any detrimental actions

Prepare Your Employees to Be Proactive

Proper internal communication is also important to ensure that everyone in your team is on board with the details with dealing with each clients needs and wants. Share the client roadmap with every relevant team member so that responsibilities can be divvied out, and so that each team member can visualize the progression with the business goal. Any updates on the project should be shared with every team member so that no one looks unprepared when communicating with the client.

Be proactive; anticipate any client needs, even if they don’t realize it yet. For example, keep your finger on the pulse of industry trends and inform them of any insight that could prove useful. Are any products or services no longer as popular as they used to be? Have they grown in popularity, or still have the expected profit margins? Be a leader, not a follower. Even sharing the general basics with other employees, not on the team can be vital if someone needs to step in for a sudden or unexpected absence.

Establish a Personal Relationship

Showing a client that you care about them beyond what is laid out in the contract will often go a long way. Take time to ask and learn about the clients’ personal lives and find some common ground to speak on these matters. Ask about their family, wish them well during the holidays, comment on the weather, or ask about the city they work in to establish a common repour and relaxed tone. Discuss any specific access or accommodations that the client may require if they have any special needs. If there’s someone leading the project in your business, suggest they offer their personal cell phone number to the client in case they want to contact after business hours.

The personal touches will go a long way when it comes to growing a strong business relationship and may lead to them recommending your company for their business associates.

Be Responsible with Company Growth and Focus on Core Beliefs

Some companies lose focus when they diversify from one business to something that may not be related or operate differently. Businesses that might seem similar, aren’t always run the same way. For instance, a cruise ship and hotel may seem alike in industry and service but are run quite differently.

Make sure that employees and management are reminded of this, and to stick to core beliefs especially when handling company growth. Be responsible when it comes to the expansion of your company, don’t grow faster than what can be handled. This is often the downfall of companies that have found new success and often over-extend themselves.

Be sure not to overextend your business financial or overhire. Remember that new hires take time to be brought up to speed, and they too need to focus on training and adopting the core beliefs and company standards. It is key to remember that if your company is in good shape, your clients will be as well.

With these steps, the relationship between your company and your client will be a long-lasting and successful one. A business relationship is just like any other and takes time, consistency, and effort to last.

Seven Elements of a Great Customer Experience Strategy

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