Ian Hameroff’s Post

Detailed Service Definition and Expectation Setting: ✅Clearly defining your services and setting realistic expectations with new clients is a crucial first step in developing a robust client onboarding process. ✅This involves providing comprehensive information about your products or services, including their features, limitations, and any relevant terms and conditions. ✅Be transparent about what your clients can expect from your business and what responsibilities they have in the partnership. ✔️Avoid overpromising or making vague commitments that could lead to misunderstandings or disappointment later on. BOOK YOUR DISCOVERY CALL https://lnkd.in/gXr7D9fS

Rapidly onboard your business. ✔️Our experience and mature processes mean we can offer a true turnkey solution to easily and rapidly onboard your business into our workflow. ✔️Our new business team has developed robust commercial agreements and our dedicated account manager will proactively ensure your deliveries are being fulfilled. ✔️Our self-serve KPI portal means you can monitor your deliveries with complete transparency and our team will proactively manage your account with data-based recommendations for continuous improvement. ✔️Less touchpoints = less damage. ✔️Rated excellent on Trustpilot with a TrustScore of 4.6 / 5 from 65,626 reviews = Service leading results. For further information on our services and speedy onboarding process, please contact Danielle@furdeco.co.uk #2personhomedelivery #reputationdelivered #peakready

What are the best client management practices that drive more conversion? 🚀 From scattered communications to missed deadlines, navigating client relationships can be challenging. In our last post, we tackle these pain points head-on, offering practical solutions to streamline your processes and boost profitability. Ready to transform your client management game? Read our post here 👉 https://lnkd.in/e3PPSFyY

We often focus on chasing new leads and growing our client base. But guess what? There's a little something that could up your client retention by 50% : Client Onboarding Experience Picture this:  You sign up for a coaching service. In Scenario A, you get a standard welcome email. In Scenario B, you enjoy a personalized onboarding call, a customized guide for your goals, and instant value right from the start. Which one would you choose? It's a no-brainer. By investing in a strong onboarding process like Scenario B, clients feel valued, leading to lower churn rates and stronger long-term bonds. So, before you go all-in on getting new clients, think about how you welcome and onboard them. It's not just about a great first impression, but about laying the groundwork for a lasting partnership. Let's treat client onboarding like the treasure it is for boosting retention. Share your ideas or tips below! #ClientRetention #OnboardingSuccess #BusinessGrowth

How do you manage new clients? Establishing relationships with new clients can be a challenge for businesses without a proper process. Delays, communication errors, and client frustration can result from a manual client onboarding process. 📝 👇 Discover the details about the consequences of a traditional client onboarding process and why considering automation is crucial to effectively manage your new clients. If you want to transform your client onboarding process, we have more information for you, visit clustdoc.com to learn more!

MSPs: Learn how to quickly – and successfully – onboard new clients. Discover: 👉 The 4 key stages of MSP client onboarding 👉 Tips for creating long and profitable relationship s 👉 How to streamline info-gathering and organization Get started: https://lnkd.in/eP-y4gpb

Customer relationships are at the heart of KE's projects! ❤️ Laura GARCIA GIL explains the importance of Scrum Masters in building successful partnerships 🤝 #KnowledgeExpert #Partnership #DigitalTransformation

There's nothing worse than being sales-pitched into buying software, only to be left stranded with no idea how to use it. With Fluid, that's never the case. So if you find yourself stuck with something while managing your paraplanning cases, here are the different ways you can get in touch with our lovely team: 👋 In-depth onboarding: The wonderful Suz Gibbard, our Customer Success Manager, gives all newbies a thorough onboarding to make sure they're comfortable in how to use the software. 💬 Real-time support: Use the Live Chat feature within Fluid to connect with our technical support team instantly. 📞 Personalised assistance: Reach out to us via email, phone call, or Teams call – real people who care about your experience are here to help. 🌟 Comprehensive help: From troubleshooting to optimising your workflow, we’re on hand to make sure you get the most out of Fluid. Your success is our priority, and we're committed to providing the support you need. #financialadvisers #paraplanners #wealthmanagement

🌟 The Pillars of a Great Customer Success Team 🌟   Having worked closely with many Customer Success teams throughout our end-to-end backoffice digital transformation projects, we at The 1801 Consulting Group thought it was fitting to share our thoughts on what makes a great Customer Success team to us and the impact they have on our clients.   Here's our shortlist: 🗣️ Clear & Effective Communication 💻 Technical Expertise to provide informed and reliable solutions 🧠 Collaborative problem solving - Client outcomes at centre of problem statement 🤝 Partnership approach for long term success 📚 Continuous Learning & Improvement 💪 Resilience 👂 Embracing Feedback   In this spirit, we wanted to call out those partners we work with who exemplify these traits...   A special mention to Stacey Matson from HiBob, whose team have set the bar high for the other Suppliers we have worked with and will work with in the future! A great Customer Success team is not just about solving issues but creating a seamless experience for our consultants that allows them to provide the best possible service to our clients.   We would love to hear your thoughts on this. What do you think makes a great Customer Success team? Have you got examples to share?    Share the praise!   #CustomerExperience #SupportExcellence #TeamDynamics #The1801ConsultingGroup #DigitalTransformation #BackOffice #EndToEnd #Hibob #CustomerSuccess

Spekit turns every rep into your #1 performer by delivering contextual, personalized coaching and enablement to revenue teams — directly in their flow of work. No more searching for answers, context-switching, or unnecessary disruptions. Created by former operations and enablement experts, Spekit is easy to use, implement, and maintain. Don't just take our word for it - see what customers like Southwest Airlines, CoBank, and many others are saying about Spekit's ability to increase efficiency among their teams. 🔥 https://hubs.ly/Q02bzYhq0