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Tips For What To Do When You Get A YES!

tools Jan 14, 2018
Tips For What To Do When You Get A YES!

So you got your first YES! Time to celebrate!!

So why doesn't that feeling last?

Did you know that most people feel instant dread once they land their first client?

Oh no, now I have to actually deliver on what I promised! Now what? I have no idea what I'm doing. What if they aren't happy with my work? Do I need them to sign anything?

Sound familiar?

You're not alone.

As soon as I got my first client, I felt it all - pressure, anxiety, dread...

But I figured out a way to get over that, and over the years I've developed and refined an on-boarding and next-steps system that can help you too.

Here are my top tips:

1. Be excited and let it show. Your client wants to feel instantly reassured that they've made the right decision. Because they often get something called buyers remorse: questioning what they've just committed to. It's your job to stop any remorse in its tracks. How? Simple. Send them an email or call them and let them know how stoked you are to have them onboard and that you can't wait to get started. 'Tease' them with how they will feel when their tasks are in hands they can trust.

2. Outline very clearly what will happen next. Outline what you plan to do and what they need to do. Make it easy for them! Lead them step by step so that they aren't left wondering what's going on behind the scenes. How? With an email (always put things in writing). Attach your terms of engagement, what steps will happen next, number the steps that you'll do, and number the steps that they need to do. Make it clear and concise.

3. Start working through the steps you've outlined and do it swiftly. Show your client how organised and efficient you are. Get some runs on the board with them and choose quick wins first!

4. Keep up the communication. You'll want to check in when you complete each step. If you have questions in between, make sure you keep them short and sweet. There's a fine line between checking in and bombarding them with emails.

5. Ask for feedback. Opening that line of communication will mean that they're more likely to let you know when they have an issue. And that's a good thing. You'll then have the chance to fix things instead of them just cancelling the service out of frustration.

Just remember: Communicate. Communicate. Communicate!

Now that you have a plan, get out there and celebrate!

~ Jo


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