After selling your services, how do you keep track of what needs to be onboarded and fulfilled? Do you have a good system to onboard new coaching client? Does that system work well, if at anytime you decide to have a sale for a quick cash injection into your online small business? Because if your cash injection all goes well you’ll have a number of new clients to onboard, right.
Here are some strategies and tools for that effective lead in client management, especially for coaches just starting out that may not have a lot of systems in place.
Let's begin with lead management for tracking those open orders.
Having a system in place is the first essential step.
You can use a simple spreadsheet or a CRM tool like HoneyBook to keep everything in check.
For those just starting a spreadsheet, Google sheets might seem basic, but it's incredibly effective.
A customer relationship management tool, such as HoneyBook, helps you manage leads and your client interactions. It's an all in one solution that grows with your business, so you don't need to switch systems later on.
You could also use a project management tool to track these open orders, so you create a task for each service request or new one-on-one coaching client, assign them to a team member, set deadlines and track that the overall process.
Regardless of which method you choose, it is important to establish a system to keep track of those orders.
If you enjoyed this episode, please consider to subscribe, share and write a review. That helps me reach small business owners just like you.
LINKS:
Link to the blog post: https://misstask.com/tracking-open-orders/
Unlock the full potential of your content strategy in just one hour with Content Creation Simplified Mini-Session, a clarity session designed to streamline your process and supercharge your consistency. Book A Mini Session: https://misstask.com/mini-session
Transform How You Create Content: Streamline Your Entire Content Creation Process! Sign up for this email series and free workbook: Organic Content Creation Workflow and Content Organization https://misstask.com/content-creation-workflow
Visit the website: https://misstask.com
Learn how to work with the Miss Task Team: https://misstask.com/work-with-us
Contact us with any questions: info@misstask.com
Popular Podcasts
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.
The Nikki Glaser Podcast
Every week comedian and infamous roaster Nikki Glaser provides a fun, fast-paced, and brutally honest look into current pop-culture and her own personal life.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.