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:
Identify Your Target Client: Start by defining your ideal client and their journey from inquiry to onboarding.
Streamline the Sales Process: Use CRM tools like HoneyBook or Dubsado to manage contracts, invoices, and client communication.
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
Book: SYSTEMology
Related
Available on: Apple Podcasts | Spotify | YouTube | RSS
Learn more about Marjy and Brief Gems at msguery.net/podcast.
#012: Create SOPs for client onboarding