The Tech You Need To Automate Your Client Onboarding Process (Ep 67)
This week, we are following on from the client onboarding process episode last week by breaking down the tech you need to make your client onboarding system seamless & satisfying.
When scaling your business, the most important thing is to ensure that the foundation of the business is indeed built into a scalable model. There is nothing worse than building a business that needs you there 100% of the time. It is like having a newborn baby in your care forever! We are so lucky because, in this day and age, we don't only have team members, we have an entire collection of simple tech to help us to scale and grow our business’ beyond ourselves.
There are so many incredible platforms out there that can help you in your business, in this podcast, I talk to you about the tech that I use to help us with onboarding clients in my law practice. These items are relatively inexpensive, and once you get them up and running, they can be incredible in the way that helps you leverage your time.
The main objective when onboarding clients is touchpoints! Before they engage you they need frequent touchpoints, and once they are onboarded in your business they need to feel nurtured, which requires, you guessed it… TOUCHPOINTS!
- CRM System
A CRM system is a customer relationship management system, which is incredible when onboarding your clients! Often people use their CRM system for marketing and getting clients into your funnel, but you can also use it once clients have engaged your firm as well. There are many CRM systems out there, they keep you connected to your customers, streamline processes, help improve sales and profitability.
A CRM system is a MUST in any small business, and we cover the exact CRM system that is best for you in the Scalable Business Lounge. A few CRM systems are:
2. Automated texts Automated texts are the perfect as reminder’s, asking for them to leave a review after the meeting, a thank you message, whatever it may be this is an automated way to contact your client. We use Law Tap, which works super well which offers a booking system and texts. However, we used to use Direct SMS which was great if you are looking for just SMS automation.
3. Calendly Instead of going back and forth with appointment times, get a calendly account! This way you can fill in your availability, send the client a link and they book a time that suits them! This will save you and/or your admin team plenty of time and automate the process.
4. Bonjoro Bonjoro is a great tool to make a point of difference for your clients by sending them a personalised video welcoming your clients to your business. This is a fantastic way to welcome clients to your business as they are onboarded and is also a great way to surprise and delight your clients!
5. A Client Portal This is something I have used many times as a client, but have only just implemented it into my own business. A client portal is a way to share information and make it easy for clients to find everything they need relevant to your business and a way for clients to communicate. I like to get my admin team to introduce this to each client using Loom, to make it easy, automated, and simple to use for all of your clients.
For a business I previously ran, I used a platform called clinked which was simple and easy to use!
6. Dropbox Dropbox is a great tool for onboarding as it can be your designated place to leave all relevant documents in there, and that way you can simply send them the link and you can both see/work on the same documents. This is the perfect onboarding tool as it is simple, easy to use, and very accessible for both client and lawyer.
7. Youtube Youtube, you can create videos, to onboard your clients and do it via a hidden link. What this means is that you can upload your video to Youtube, and then you can set it only to be viewed if they are sent the link. This is a great way to welcome clients, show them how to use the client portal, to train your team or anything you feel you may need to repeat in your law firm! How fab is automation!?
These are a few of the tech tools I have used in my business to automate and efficiently onboard clients in order to scale. If you would love to watch a FREE workshop on how to scale your business, DM me 'SCALABLE' through one of the links below, and I will send you all the details you need!
Until then, bye for now!
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