3 Simple Strategies to Get 3 New Clients in 30 Days

3 Simple Strategies to Get 3 New Clients in 30 Days

If you’re struggling to get more clients, there are three simple strategies that you can implement that will help.

But, more importantly, taking consistent, daily action is the real answer to getting more clients.

I’ve had many conversations with business owners these past few months who are, quite frankly, really struggling with their businesses:

  • They have little to no clients.
  • They’re not making the income they need just to pay the bills.
  • They’re barely keeping their heads above water.

When faced with this situation, there’s really only one thing they can do – and that is focus on getting new paying clients.

Maintaining a good cash flow is at the heart of building a successful business; therefore your focus needs to be on getting clients who are willing to pay for your services.

The only way you can do that is to work with clients who will pay you for your one-on-one services.

Therefore they should forget about:

  • Updating their website.
  • Spending their time on launching a new product or program (if you’re struggling to fill your practice with one-on-one clients, you will struggle to fill your programs).
  • Putting together a telesummit or other major list building event.

Yes, these are all great things to do, but short-term, the focus really has to be on getting paying clients – this is the single, fastest way to improve your cash flow.

Here are three simple strategies that you can easily implement so that you can get three new clients in the next 30 days:

1.  Follow-up with past clients. If you’ve had some success in your business and have worked with a few clients over the past 12-18 months, then take some time to:

  • Check back in with them and see how they’re doing.
  • Ask them if there’s anything they need any help with.
  • Update them on what’s happening in your business.
  • If they’re local, offer to reconnect over coffee.

One of the biggest mistakes you can make in your business is to forget your past clients and not touch base with them again.

2.  Connect with “warm” leads. How about those conversations you had with potential clients that said “no” or “maybe” to your services? Go back to them and, following the example above, reconnect with them.

Chances are they’re in a different place than they were when you last spoke and they may be ready to work with you this time around.

3. Attend in-person networking events. Connecting with people face-to-face is one of the best ways to meet new clients/potential clients.  Whilst the person you may be speaking with may not be an ideal client you never know who they know.

So when you meet someone at a networking event, never try to sell to them. Get to know them first, build the relationship, and make sure the conversation is about them. And ask them, “who do you know who…” and see if they can offer you any referrals.

When you take consistent steps, day in day out, that’s when you’ll start to see results in your business.

And these steps I’ve shared with you are all very simple to implement – no complicated technology involved!

So, create a daily action plan outlining exactly what you’re going to do every day for the next 30 days to get three new clients.

And work that plan!

Where are you struggling to get more clients? Share in the comments below; I’d love to help.

(c) 2017 Tracey Lawton Training & Consulting LLC

Tracey LawtonAbout the author: Online Business Development Strategist, Tracey Lawton, teaches life coaches, business coaches, and virtual assistants how to become more organized, streamlined, and automated so that they don’t constantly bottleneck projects and processes. Having the right systems in place leads to consistent revenues, more clients, and less stress and overwhelm. Get your free Systems Checklist TODAY and see if you have all of your bases covered.

 

Case Study: 747 New Subscribers in 30 Days

Case Study: 747 New Subscribers in 30 Days

… Over a 30-day period I was able to add 747 new subscribers to my list.

… I collaborated with 14 other business owners and helped them build their lists in the process.

… One business owner added 354 new subscribers to her list from this event alone.

What was this amazing list building event?

A Joint Venture Giveaway!

What is it?

It’s where a group of business owners who all share the same target market, but who all offer complimentary services, come together and “give away” some of their best stuff.

How does it work?

One person (in this case, me!) leads on organizing the event and creates an event page.  The other partners all promote the event to their individual lists and point their social media and other networks to the event page.

When the visitor lands on the event page they will see a selection of free giveaways which they can sign up to receive.

In order to access the giveaways the visitor has to then register for giveaway event (via my database). Once registered, they then get access to each of the contributors’ giveaways through a special link (which is how the contributors also build their lists too).

Let’s do the math…

If you collaborate with five other joint venture partners, and you each have a list size of 500 subscribers (we’ll keep it simple), that’s a potential target audience of 3,000 – how quickly could you reach that number of people on your own?

Now, supposing each partner’s list size was 1,000 – that’s a potential target audience of 6,000.

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What you need to do…

  • Decide on a theme for your giveaway event.
  • Invite partners to collaborate with you.
  • Create the registration page.
  • Create the giveaway page.
  • Create the promotional materials for you and your partners to promote the event.
  • Track the promotional activity of your partners (everyone needs to do their part in order to make it a win-win).
  • Track the registrations of your event — total registrations + partner registrations.

A joint venture event organized and hosted by you, whether it’s a giveaway event or telesummit, should be part of your annual list building plan.

Where are you struggling to build your list? Leave a comment below; I’d love to help.

(c) 2016 Tracey Lawton Training & Consulting LLC

Tracey LawtonAbout the author: Online Business Development Strategist, Tracey Lawton, teaches life coaches, business coaches, and virtual assistants how to become more organized, streamlined, and automated so that they don’t constantly bottleneck projects and processes. Having the right systems in place leads to consistent revenues, more clients, and less stress and overwhelm. Get your free List Building System Checklist TODAY and start to grow your list so you can ensure a constant flow of clients.

 

How to Set (And Stick To) Your Business Boundaries

It happens to all of us at some point or other …

A client will ask us to do something different for them that is outside of our normal business practice.  And, as we’re in the profession of serving and supporting our clients, we will accommodate.

The thing is, when you do make exceptions for one client, you’re not being fair to all of your other clients. So it’s really important that you have in place clear policies and processes, and that you have effectively communicated those policies to your clients. That way everyone is treated the same, and everyone knows where they stand.

The way this shows up in your business is that it can be anything from asking for a discount on a program, to running a program at a different time of day, to calling you on the weekend … or a dozen different ways that would take too long to mention here.  But you get the idea!

And how you handle these situations makes all the difference in the smooth running of your business.

Pushing of boundaries shows up in one of two areas:

  1. Time
  2. Money

Having come across just about every type of issue over the past 15 years, I have quickly created policies and processes that I adhere to when running my business.  So let me share some of those issues with you, and provide you with a few solutions.

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Pushing Time Boundaries: Just recently I was speaking with a client who scheduled our call because she said she had time management issues.  She couldn’t seem to manage her day effectively in order to get things done.  Her work day was very haphazard, projects were slipping through the cracks, and she felt she was working in constant reactive mode.  Sound familiar?

When we dug a little deeper and I asked her specifically what was going on—it turned out she didn’t have time management issues at all; she simply didn’t have any clear policies/guidelines in place for communicating with clients and getting projects completed. She had a time boundaries issue.

So, what was happening was that clients were calling and/or emailing her at all times of the day (including evenings), which meant she kept getting constant interruptions in her work flow.  She, in turn, responded instantly to the client, so the expectation from the client was that she was available whenever they needed her.  Just a few simple changes to setting boundaries around her business day made all the difference.

A couple of solutions to your time boundaries problem:

i.  Provide clear guidelines to your clients on how you want to schedule and handle client calls.   What’s your procedure for scheduling calls? How much notice do you require? How often can clients schedule calls?

ii. Specify exactly how project requests are to be made to you, and anticipated turnaround time.

Pushing Money Boundaries: This presents itself in all kinds of way, from potential clients trying to get a discount on your fees, to asking for an extension to a special pricing plan you have in place, to having a credit card payment declined … and anything in-between.  Again, you need to be really clear on what your policies are, and stick to them.

A couple of solutions to your money boundaries problem:

i. Create a Sales Policy page that you put up on your website.  And for every product/program you sell via your website, add a link to your Sales Page Policy.  Your Sales Policy is simply a statement which lets your clients and customers know what they can expect from you and how you handle your sales processes.  How your sales policy is structured is entirely up to you; it’s your business and you’re the business owner, but once you’ve decided what those policies are you need to be strong in your implementation.  Having a central page that clearly lays out your sales policies will make the implementation of them far easier (for you) and smoother, and will ensure that you’re being fair to ALL of your clients.

ii. A very graceful and professional way of handling requests for discounted fees, is to have a lower-priced service/package that you can offer instead.  Or, another option is take away a component of the package so that it better fits your client’s budget.

Deciding in advance what your specific boundaries are, and having clear guidelines and processes for handling requests will make your business run much more smoothly.  And clients LOVE boundaries too!

Where are you struggling in your boundaries—whether time, money or both? Let me know in the comments below; I’d love to help.

(c) 2016 Tracey Lawton Training & Consulting LLC

Tracey LawtonAbout the author: Online Business Development Strategist, Tracey Lawton, teaches life coaches, business coaches, and virtual assistants how to become more organized, streamlined, and automated so that they don’t constantly bottleneck projects and processes. Having the right systems in place leads to consistent revenues, more clients, and less stress and overwhelm. Get your free Systems Checklist TODAY and see if you have all of your bases covered.

 

Biz Owners: Are You Losing Potential Clients By Not Doing This?

Many business owners are losing clients without even realizing it.

And yet with a few simple tweaks in their Contact Management System, they could easily turn that around, and find that they have all the clients they need!

If you find yourself missing out on potential clients, contacts are falling through the cracks, or you’re not following up in a timely manner then your problem is simply a lack of an efficient Contact Management System!

So let me ask you:

1. Do you have a record of each of your clients/colleagues contact data, i.e. name, address, email, website, phone number etc.?

2. Are you following up efficiently and effectively when a potential client enquires about your services/programs?

3. Do you have a specific process in place for handling new client enquiries?

If you’ve answered NO to one or more of these questions, then your problem is your Contact Management System.

The good news…

This can easily be rectified!  With a proper Contact Management System in place you will be able to:

  • Keep a note of clients, potential clients, and colleagues contact information.
  • Easily and effectively follow-up with a prospect.
  • Locate critical client contact information quickly and easily.
  • Build your business.

Sometimes the simplest contact management can be all you need so that you’re not letting potential clients slip through the cracks and you’re following up in a timely manner.  When deciding on the most suitable contact management system for your business, let me share 5 simple options with you:

  1. Outlook – not just for emails but if fully utilized it will become your ‘command central’. You can keep a note of contact’s details, track follow-up activities, manage your tasks, and more!
  1. Online contact management system – great for if you want to access your information from any PC, or you want to share your database with another team member such as a VA. One of the more popular CRM tools is Salesforce but you might want to also check out AddressTwo too (this is a simple CRM system and is great for small business owners).
  1. A Spreadsheet – this is a very simple tool for when you are first starting out, but it will soon become cumbersome and unwieldy.
  1. I live in my Gmail account, and I use a nifty tool called Boomerang for Gmail – it allows me to bring messages back into my inbox so that I can easily follow up with a prospect or client, send emails later, and track my emails.
  1. Infusionsoft:  If you’re currently using Infusionsoft, it comes with a built-in CRM (Customer Relationship Management) System … so you’re all set!

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Which one of these options to use depends on your level of expertise and which one will work best for YOU and YOUR BUSINESS.

Don’t let your business suffer due to an inefficient Contact Management System.  Follow my tips above to choose a system that is right for YOUR business.

Need help with deciding on your contact management system? Simply post your questions below, and I’ll answer them for you here right on the blog.

(c) 2016 Tracey Lawton Training & Consulting LLC

Tracey LawtonAbout the author: Online Business Development Strategist, Tracey Lawton, teaches life coaches, business coaches, and virtual assistants how to become more organized, streamlined, and automated so that they don’t constantly bottleneck projects and processes. Having the right systems in place leads to consistent revenues, more clients, and less stress and overwhelm. Get your free Systems Checklist TODAY and see if you have all of your bases covered.

 

3 Easy Tips for Keeping Your Client Information Organized

Once you start working with more than a handful of clients it becomes more difficult to keep track of where they are in your programs.

If you are a coach or other service professional and your core programs are working one-on-one with clients during sessions – whether that’s in-person, telephone, or group sessions – you need to have a system for tracking where your clients are in your program.

It’s important that you know exactly where your clients are in your programs so that you can:

  • See where the gaps are.
  • Plan for when clients are finishing in your program.
  • Know when you have availability coming up so that you can plan to take on new clients.

If you are a new business owner you may only be working with just a few clients and can easily keep track.  But as your business grows and you start to take on more clients, unless you have a system in place you will quickly find yourself overwhelmed and not knowing where each client is in your program.

So today I’m going to share with you my top three tips for keeping everything together, so that you can easily access your client information and know exactly where your clients are in your programs.

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1.  Create a Client Contact Sheet

For some of you, you prefer (or need) to have a physical client file that you can refer to. One of the simplest ways of creating this file is by using a manila* file folder in which you simply drop your paperwork into.  This file will contain things like the agreement form from your client, assessment forms, or details of any projects that you’ll be working on.

Creating a Client Contact Sheet which contains your client’s name, address, email, phone, fax and any other contact information that you want to keep a record of is a useful template to have.  You simply print it out and fill it in each time you take on  new client.

Once you’ve printed out the Client Contact sheet, staple it to the inside left cover of your client folder.  This way whenever you need to access your client’s information you just flip open the file and the information is right there.

Depending on the type of client and project I’m working on I find this method very handy – more so than storing the data electronically (which I also do).  It’s so much easier to grab the file, flip it open and find the information I need straightaway than it is to open the software, locate the client record and find the information – that’s assuming the PC is turned on and I don’t have to wait for it to boot up!

*If, like me, you find manila file folders a little boring, check out See Jane Work for some fabulous and colorful office organization products.

2.  Create Digital Client Folders

As the majority of your communication is probably done via email with documents going back and forth, you’ll also want to create an individual client folder on your PC.  It may not be necessary to print out everything your clients send you, but you do need to store the information so that’s it easy for you to find.

A couple of places where you’ll want to create individual clients folders are:

>> In your email program. For each of my clients I have created their own email folder so that any emails that are sent to/from my client goes into their individual email folder.  This allows me to keep track of our communications easily, rather than having to sift through hundreds of emails that come into my Inbox each day.

Tip: In Outlook you can also set up rules so that email is automatically filtered into the appropriate client email folder – saving heaps of time!

>> In your main client folder. I’m a big believer in creating main/sub folders for managing my filing system – both for paper-based and PC files. (If you’re been a member of my Your Systems For Success program you know that I tell you step-by-step how to do this.)  So if I have a main Clients folder then within the main folder I will create individual client folders.  I then use this folder for storing all the documents that I send and receive from my clients.  Again having everything in one place makes for quick and easy access.

Tip: In Windows you can change the icon of individual folders so if you’re more of a visual person you can have different icons for different clients.

3.  Use Client Tracking Spreadsheets

Once you have your physical and digital individual client files created, you’ll want to think about utilizing a client tracking spreadsheet.  If you are a coach or other service professional chances are your core programs are working one-on-one with clients during sessions (phone or in-person) so it makes sense for you have a system for tracking where your clients are in their programs.

In the beginning stages of your business it may be easy for you to keep tabs on just a few clients, but as your business grows and you’re working with more and more clients, you will quickly find yourself overwhelmed if you don’t have some kind of tracking system in place.

If your clients book a certain number of sessions with you, creating a simple spreadsheet that has your client’s names in the left-hand column, and a column along the top for each session will allow you to easily see how many sessions they have already booked and how many sessions they have left. You can also create more advanced client tracking spreadsheets too that automatically fill in data on a summary sheet, and has individual client tabs.

Whatever you decide to do, you need some kind of client tracking in place. Spreadsheets are my favorite tool for doing this as, if done correctly, they’ll provide you with that “big picture” view of your business.

Where are you struggling to keep track of your client information? Let me know in the comments below; I’d love to help.

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(c) 2016 Tracey Lawton Training & Consulting LLC

Tracey LawtonAbout the author: Online Business Development Strategist, Tracey Lawton, teaches life coaches, business coaches, and virtual assistants how to become more organized, streamlined, and automated so that they don’t constantly bottleneck projects and processes. Having the right systems in place leads to consistent revenues, more clients, and less stress and overwhelm. Get your free Systems Checklist TODAY and see if you have all of your bases covered.

 

How to Create a New Client System in 5 Steps

Follow this simple 5-step plan to creating your Get More Clients System.

Did you know that for EVERYTHING you want to do in your business you need to create a system for it?  The real secret to a successful business is having the right systems in place that support and grow that business.

And this comes down to getting new clients too.  If you’re finding that you don’t yet have a full practice of clients, or your flow of clients is very inconsistent (think feast or famine), then I suggest you look at the systems you currently have in place for getting more clients.

You want to be in a position where you have a constant flow of:

>> New client enquiries.

>> Strategy sessions (on your calendar every week).

>> Adding potential clients to your contact management system.

>> Follow-up processes for converting a potential client into a paying client.

And so the cycle goes on in your business.  It happens regularly, like clockwork, and because you have the RIGHT client systems set up to support your new client flow, everything runs smoothly.

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In order to make this happen, here are the steps you need to take:

Step 1: KNOW Your Numbers. Knowing exactly how many people you need to speak to on a daily basis is key to maintaining a steady flow of clients coming into your business.  Once you know this number it completely eliminates all of the guesswork out of running your business.  If you’re not working with the number of clients you want to be working with, it’s probably because you haven’t figured this number out yet.

Step 2: ASK for The Strategy Session. This is where many business owners fall down!  They don’t ASK clients to have a strategy session with them. Instead they will kid themselves that it’s more important that they [update their website / connect on Facebook / fill-in-the-blank here] rather than ASK a client to have a strategy session with them.  Once you take a systemized approach to ASKING clients to have strategy sessions with you, it becomes so much easier to maintain a new client flow.

Step 3: BOOK Your Strategy Sessions.  By creating a system, which I call your Client Booking System, you can very easily eliminate those tyre-kickers, and ensure that your potential clients actually TURN UP for their Strategy Sessions … no more frustrating no-shows!

Step 4: PREP for Your Strategy Sessions. Once you get on the phone (or in a face-to-face meeting) with a potential client you want to make sure that your Strategy Sessions lead to a successful outcome … i.e. a new client.  So it’s really important that you take the necessary steps beforehand to prepare for your strategy sessions.

Step 5: FOLLOW-UP with ALL of Your Clients. All of your hard work up to this point won’t be worth a hill of beans unless you have a robust follow-up system in place.  Not all of your clients who you have a strategy session with will say YES right away… some may want to think about it; and for others it may not be the right time.  I have a client working with me right now at my highest level.  We didn’t start our work together until almost a year after her initial strategy session. And she told me that it was because I’d kept up with the follow-up and stayed in touch with her that when she was ready, I was right there.  Had I not had such a robust follow-up system in place that would have meant lost revenue.

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So, if you need more clients in order to reach the income level that you want to get to, take a look at at what you’re currently doing to make that happen. Do you have your new client systems in place?  If you take a systemized approach to getting new clients, as outlined above, you will very quickly see your practice fill.

(c) 2016 Tracey Lawton Training & Consulting LLC

Tracey LawtonAbout the author: Online Business Development Strategist, Tracey Lawton, teaches life coaches, business coaches, and virtual assistants how to become more organized, streamlined, and automated so that they don’t constantly bottleneck projects and processes. Having the right systems in place leads to consistent revenues, more clients, and less stress and overwhelm. Get your free Systems Checklist TODAY and see if you have all of your bases covered.