- make you more organized,
- save time,
- allow you to be on top of every project without jumping from one platform to another
Identify the steps a person takes from being a lead to becoming a clientStep number one is definitely identifying what’s the journey you client takes to move from lead to customer. As an example, this is the usual journey my clients take:
- book a call
- fill in a questionnaire
- get a reminder about the call
- send agreement and request signature
- prepare and send the invoice
- book a kickstarting call
- get a reminder for the kickstarting call
- send following invoices (in needed)
Define your budgetAs I mentioned earlier, an onboarding system is an investment that simplifies your life and allows you to be organized. There are many tools available out there, and they all come with a monthly fee. You also need to consider if you’re going to take payments via Stripe or Paypal: if so, keep in mind the merchant commissions’ too. Consider that the most used and reliable tools that offer onboarding systems are between 20 and 40 USD, per month: it means that if in the summer you slow down working, you’ll still need to pay to have everything in place. That’s why I’m saying it’s an investment: some months you may be not be fully booked and won’t really use the tool at all.
Choose your toolI feel like mentioning three tools: Dubsado: in my opinion the best value for money. They offer CRM, invoicing, time-tracking, questionnaire, e-signature, project management and more. They even offer the chance to your clients to give you a tip! They have a 3 leads/clients free trial, and then it’s 25usd/month, or 250USD/year (you get two months for free). 17Hats: this one offers pretty much the same features as Dubsado, BUT it lacks some features like a standard payment schedule (let’s say you always ask for a 50% deposit upon booking and 50% just before the coaching session). Every time you set a new project/client work, you need to set up a payment schedule. Free trial: 17 days. In my opinion, way too little time to figure out if it’s the right tool for you. Pricing: 37 USD/month, but they also have yearly and a two-year plan. Tave: Again, it offers pretty similar features to first two, but I can’t say too much about it since I haven’t tested it directly. It looks like a good alternative to the two above, but Tave explicitly positions itself for creative entrepreneurs: photographers, video makers, makeup artist, etc.. They have a 30 days free trial and a monthly, yearly, 2/5/10 years plans starting at 25USD.
Set your workflowsOnce you’ve researched and chosen your favourite tool, it’s time start creating workflows. Remember the steps we identified at the very beginning? This is where everything comes together: by using one of the tools I listed, you can create a set of workflows that automate your procedures: basically, you can create a form to collect leads’ details and have them book a call, send a proposal, agreements, invoices, etc..from the same platform. Ah, and you can also send emails from the CRM as yourself! Now, I know this may sound like a lot of work. I know it’s an investment, but think about all the time you’re going to have when you have a system like this in place: more time to serve your clients, more control over your procedures, feeling more organized and in control. To me, it sounds awesome! If it sounds cool to you, too, and you want to learn more about how you can give up doing admin stuff and finally spend your precious time doing what you really want, all you need to do is clicking here and book a FREE call with me!
Alessia is a Tech Expert and rescues online coaches from tech disasters so they can easily grow, scale and automate their businesses. Get my monthly Tech Made Easy tutorials and get immediate access to my juicy 3 No-Brainer Automations for a Thriving 6 Figures Business guide where I’m going to share with you the three most useful automations to streamline and optimize your online business. Click here!