Emily Hamblyn’s Post

Client revisions can sometimes turn into a real puzzle, but we've got the pieces 🧩 you need to solve it! Dive into our latest blog post for practical tips and discover why Gain is your ultimate tool for smooth sailing through client feedback. #clientrevisions #clientfeedback #clientcollaboration #projectmanagement #contentrevisions #contentapproval #approvalsoftware

Running a business can be pretty busy. Does it sometimes feel like you are spinning a thousand plates? It can be hard to stay on top of everything, particularly if business activity is disjointed. Do you find yourself spending too much time searching through and relying on emails? There is always so much happening. There never seems to be enough hours in the day. Do you worry it is only a matter of time before something catches you out, creating a costly big issue? I'm sure you and your team are really on top of a lot of these activities. But can you hand on heart say that you are on top of all of them? Where there is a disconnect there is leakage and process waste, how may actions have been agreed upon that never saw the light of day? How much time is taken up in meetings discussing the same information over and over again. It is frustrating finding out that something that you thought was happening, simply isn't. Often even with technology it seems to get harder not easier as the business systems evolved in an ad hoc way, not by design. So now everyone is working on a number of systems and processes that are not really connected.   Wouldn't it be good if you could find a way to join everything up? To connect all business activity, systems. processes and communication whilst ensuring compliance to ISO 9001, AS9100, ISO14001 and customer requirements.   The Business ISO 9001/ AS 9100/ quality management system touches all of your operational processes, this is the perfect systems for connecting everything together. We believe that a management system should be embedded within the businesses IT and data systems, meeting the employee at their place of work, when they need it rather than be something they have to search for. We Mould the system to the business, rather than it being an outdated manual that only the Quality Manager/ Environmental Manager seems to use. At Pure Improvement we are collaborating with Titanify to transform Quality/ISO Management Systems and turn them into a strategic asset that supports delivery of sales, drives Continuous Improvement and ROI.   By digitising and optimising ISO Management Systems, using the IT infrastructure you already have in place, linking ERP systems to Microsoft 365, Teams and AI you can have Management System that are fit for the future, systems that enable the team to easily find information and do their job seamlessly. Management Systems that; ✔️Supports Delivery of Vision & Objectives ✔️ Improve Operational Performance ✔️ Improve Quality ✔️ Achieve Net Zero & Sustainability Goals ✔️ Reduce Waste ✔️ Reduce Costs & Deliver ROI ✔️Complies the with ISO9001 or AS9100, ISO14001, ISO27001   If this sounds interesting I invite you to book a Free 1 hour discovery workshop, to find out how to turn your Management Systems into a real Business Improvement asset. https://lnkd.in/eHmBp6Xy  

Keep track of your success metrics regularly so that you have some data points you share at the ready. 📈 💻 There are two overarching categories of metrics: (1) competency metrics and (2) value-add metrics. 🔷 Competency Metrics 🔷 While there are many ways to show that you can do your job, here are a few key metrics to track. 🔹 Status 🔹 Number of Contracts Reviewed, Type, and $ Amount 🔹 Total Time of Review and Time in Your Hands 🔹 Important Clauses Added, Edited, or Removed 🔹 Obligations Tracked 🔷 Value Add Metrics 🔷 While there are many ways to show that you make the business better, here are a few key value-add metrics to track. 🔹 Stakeholder Engagement 🔹 Brand Representation Jack Terschluse, In-House Counsel, shares more and a template to help get you started on measuring your metrics in on our blog! https://lnkd.in/ejQFjqvS #contractnerds #contractsmetrics #metrics #success

Client onboarding is a superpower. Learn to do it well and you will keep clients for life. Use these 5 tips to master client onboarding in 15 minutes. 1. Create a smooth, simple transition from sales to operations. Many agencies don't think about this transition and it ends up being clunky leaving clients unsure of what to do next. 2. Clearly communicate and manage expectations. Communicate your expectations of the relationship and how it will work and ask your client what expectations they have. Address any discrepancies in expectations NOW. 3. Learn and understand your client's needs. You can't meet needs you don't know about. Ask them about their needs and then do your best to meet them. 4. Discuss deliverables and campaign plans. Get super specific about campaigns, deliverables, timelines, etc. 5. Ask for feedback. Be open to all feedback and actively ask for it. Make adjustments according to that feedback. What would you add? 💜 #marketingagency #clientonboarding

I'm comparing CRMs for my consulting practice and found this article by Fit Small Business @fitsmallbusiness. You're never too small to be well organized and to have a tool to help with follow-up. Thought I'd share: https://lnkd.in/eavpGY5i #businesstechnology

The #1 mistake agency owners make when onboarding new clients (...and how to avoid it): ❌ Failing to set clear expectations and deliverables from the start. You NEED a comprehensive onboarding process that goes beyond just understanding their business and goals. 99% of agency owners miss this: ✅ Send in-depth questionnaires and goal-setting sessions to all new clients to ensure total alignment from day one. I've learned this lesson the hard way. In the early days of my agency, we'd eagerly dive into work without ironing out every detail upfront. The result? Misaligned expectations and frustrated clients. Now, our onboarding process includes: 1. Detailed discovery questionnaires 2. Extensive goal-setting meetings 3. Tailored strategy plans for each client's unique needs Since implementing this approach, we've seen: - Higher client satisfaction rates - Longer client retention - Smoother project execution The key takeaway? Invest time in thorough onboarding. It sets the stage for a successful long-term partnership. Skipping this step may seem like you're saving time, but it will cost you in the long run. Take it from someone who's been there... A little extra effort upfront pays off BIG down the line. Set your agency and clients up for success with a robust onboarding system. It's a game-changer! _ PS - If you’re looking to scale your marketing agency from $1 to $10m in revenue over the next 3 years, DM me “Scale” to learn more about how I can help.

Excited to share insights from this comprehensive blog post on mastering client management! Proper client management is often underestimated but is a key factor in ensuring long-term success for any organization. Diana Ramos provides a wealth of information on best practices, client manager roles, and the significance of client relationships. Understanding the distinction between clients and customers is crucial, as clients often engage in long-term relationships, requiring a more personalized approach. The article delves into client management examples, emphasizing proactive measures like satisfaction surveys and regular check-ins. Key principles for effective client management are highlighted, including transparency, communication, trust-building, setting expectations, and aligning with client needs. These principles form the foundation for successful client-manager relationships. The responsibilities of a client manager are well-outlined, from being the primary connection to assessing risks and guiding clients on buying decisions. Essential skills for a client manager include effective communication, industry knowledge, problem-solving, and organizational skills. The article also discusses the benefits and challenges of good client management, stressing the importance of client satisfaction and the pitfalls to avoid. Best practices, such as understanding organizational strengths and anticipating client needs, are highlighted by industry experts like Brian Zotti. The concept of a client management system is introduced, emphasizing the use of project management tools, communication systems, and collaborative work management software. The three steps to setting up a client management system are outlined, providing a practical guide for implementation. Automation's role in client management is explored, with insights into how it can enhance client communications, customer service, and sales. Guidelines for effective automation use, such as ensuring a personal touch, are discussed. Looking to the future, the article explores the evolving landscape of automation in client management, predicting trends like human-machine collaboration, predictive analytics, and ultimate personalization. Exciting prospects lie ahead as technology continues to advance in this space. Check out the full article for a deep dive into mastering client management and ensuring sustainable client relationships. Kudos to Diana Ramos for this insightful piece! #ClientManagement #BusinessSuccess #AutomationInBusiness #LinkedInArticle #ClientRelationships

The real opportunity to stand out from the competition lies in becoming a true consultant to the business, asking a different set of questions focused on the customer’s core business processes https://buff.ly/3Ry1JfW #consulting #solutionsconsulting

𝐇𝐨𝐰 𝐭𝐨 𝐬𝐞𝐭 𝐜𝐥𝐞𝐚𝐫 𝐞𝐱𝐩𝐞𝐜𝐭𝐚𝐭𝐢𝐨𝐧𝐬 𝐝𝐮𝐫𝐢𝐧𝐠 𝐭𝐡𝐞 𝐜𝐥𝐢𝐞𝐧𝐭 𝐨𝐧𝐛𝐨𝐚𝐫𝐝𝐢𝐧𝐠 𝐩𝐡𝐚𝐬𝐞? (𝐃𝐨𝐧'𝐭 𝐦𝐢𝐬𝐬 𝐧𝐨. 5) Setting clear expectations is the key to a successful client relationship. Right? But, have you ever faced a situation where the client was not satisfied even after your best efforts? If yes, Here are 5 key steps to ensure a smooth process and avoid such situations: 1️⃣ 𝐏𝐑𝐎𝐉𝐄𝐂𝐓 𝐂𝐋𝐀𝐑𝐈𝐓𝐘 💡 Define the project scope clearly from the start. Example: “Hey [Name], we'll redesign your homepage and optimize your site for SEO.” 2️⃣ 𝐓𝐈𝐌𝐄𝐋𝐈𝐍𝐄𝐒 💡 Provide a clear timeline for the project. Example: “We'll have the first draft ready by next Friday.” 3️⃣ 𝐇𝐎𝐍𝐄𝐒𝐓 𝐄𝐗𝐏𝐄𝐂𝐓𝐀𝐓𝐈𝐎𝐍𝐒 💡 Be honest about what you can achieve and avoid promising results you can't guarantee. Example: “We'll use proven SEO strategies to improve your search ranking.” 4️⃣ 𝐑𝐄𝐆𝐔𝐋𝐀𝐑 𝐂𝐇𝐄𝐂𝐊-𝐈𝐍𝐒 💡 Schedule regular check-ins to keep the client updated. Example: “Let's have a quick catch-up every Tuesday to discuss progress.” 5️⃣ 𝐂𝐎𝐍𝐓𝐈𝐍𝐆𝐄𝐍𝐂𝐘 𝐏𝐋𝐀𝐍 💡 Always have a backup plan in case of unforeseen issues. Example: “If we hit a problem, here's how we'll handle it...” Remember, setting clear expectations from the start can lead to a fruitful client relationship. Be clear, be honest, and watch your client satisfaction soar! PS: Which step do you think is the most important in setting clear expectations? Follow Shohret Gheek for more such content! #clientonboarding #projectmanagement #businesstips

Your clients only care about two specific dates. The date they kick-off work with you and the date they receive the work. To deliver as quickly as possible, your agency's tactical approaches must be lightweight and thoughtfully designed to allow your people to be most effective in their roles. That means minimizing any steps that do not add value from your client's perspective. When an agency has neglected its processes, there are many signs. Here are the most common I find through my agency diagnostics: • People are unsure of the agency’s process, or on the other end of the spectrum, people feel the agency is overprocessed. • The agency uses the same process for all types of work, regardless of the scope or nature of the work (i.e. even a banner ad gets a campaign brief). • Without process guardrails, teams overservice clients. • The agency doesn’t have a workflow management software solution, or people are not using what they have to its full benefit, or there are multiple solutions and people are unsure which to use. • The agency does not have a technology strategy designed to maximize transparency and the speed of communication and collaboration. • Clients have complained about delivery speed. Has your agency kept your client's interests at the center of your processes? Are you using lightweight and thoughtfully designed approaches that allow your people to be most effective in their roles? #agencyleadership #agencyowners #agencygrowth