Brief Gems
Brief Gems
#012: Create SOPs for client onboarding
0:00
-6:07

#012: Create SOPs for client onboarding

Learn how to create simple SOPs to streamline your client onboarding and improve your workflow.

Summary

This episode walks you through creating a Critical Client Flow (CCF) system (from the book SYSTEMology), essential for freelancers, service providers, and consultants offering VIP day services. It covers the step-by-step process from lead generation to client onboarding and the tools needed to optimize and maintain this workflow.

Key Takeaways:

  1. Identify Your Target Client: Start by defining your ideal client and their journey from inquiry to onboarding.

  2. Streamline the Sales Process: Use CRM tools like HoneyBook or Dubsado to manage contracts, invoices, and client communication.

  3. Document and Optimize: Record your processes, organize them into SOPs, and regularly review to improve efficiency.

Timestamps

0:00 intro

0:25 Critical Client Flow

2:13 SYSTEMology 7-step plan

4:03 example SOP template

Mentioned

Related

Available on: Apple Podcasts | Spotify | YouTube | RSS

Learn more about Marjy and Brief Gems at msguery.net/podcast.

Discussion about this podcast

Brief Gems
Brief Gems
Brief Gems, hosted by Marjy G., is a mini-podcast for digital creators looking to simplify their business and brand. Join me every 2 weeks for short, actionable episodes under 15 minutes filled with educational tips, inspirational lessons from my journey to becoming a paid digital creator, and behind-the-scenes insights. Listen in to find out how to streamline your workflow, create engaging content, and promote your services effectively. Learn more about Marjy and Brief Gems at msguery.net/podcast. You can also find Brief Gems on ⁠Apple Podcasts⁠, ⁠Spotify⁠, Substack, and ⁠YouTube⁠.