Business & Client Management Software
Business & client management software will help your company stay connected to customers, streamline your processes, and improve profitability. Whether it's tracking leads, managing events, creating digital forms & contracts, communicating with clients or simplifying your workflow, we will find the right software solutions for your business and customize it to suit your needs.
Onboarding
This is the process of integrating and acquainting a new client with your products and services. Onboarding processes are developed to establish a relationship that is enduring and mutually beneficial for both the company and the client to pique their interest, build trust, and create a solid foundation for a future relationship.
Offboarding
Perception is everything and it says a lot to your client when you continue to go beyond expectations after you’ve received final payment and conveyed everything detailed in the contract. Offboarding can be easy to overlook… yet when it is done successfully, it will convert a delighted client into an absolute raving fan who sends you referrals!
Online Appointments
If your business regularly schedules client appointments, you are already using some type of scheduling process. However, if that process is an antiquated, hand-written appointment book, you may be costing your business money and growth. Online appointment software reduces errors, decreases missed appointments (thank you to automated reminders), makes it fast and simple for the client & you (no more back and forth phone calls or text messages), integrates with your online calendars, are low cost and easily accessible.
Social Media Scheduling
Social media scheduling tools will benefit you with a better ROI and less wasted time! Scheduling tools help streamline the process of posting by combining all the network accounts in one place, saving the task of juggling back and forth. They also provide in depth analytics, get more consistent content in front of your audience, help you look active on social channels even when you are not available and allow you to schedule your posts ahead of time so you don’t forget to post when you are in the trenches with your business.
Business Listings/Citations
These are your front-facing public profiles that contain your business name, address, phone number and a plethora of other details. These
comprehensive platforms allow prospective clients to discover, familiarize themselves with and contact your business. Being listed on as many online sources/platforms as possible will produce numerous avenues for clients to find your business. There are over fifty different search engines, and you want to be found on all of them!
Directories
Need to improve your online presence so more customers can find you? Listing your business on a directory will not only encourage trust and legitimize your business but will increase traffic to your website. Listing your business on a directory will highlight your business information so you can be found in multiple places. Directories can be broad (like companies located in a large city that provide wedding related services and products) to specific (companies in a city that sell flowers).
Funnels
Want an advantage over your competitors? Sales funnels may be your answer! Funnels can free up your time and build trust by engaging with and building relationships with your potential clients. Funnels help you get more sales by channeling potential clients through a series of steps to encourage them to buy from you and by utilizing content that is specifically designed to answer questions and provide solutions.
Automations
In business, there is always room for improvement. Companies constantly seek ways to improve performance levels and gain an edge over the competition. Putting automations in place will simplify your employee activities and reduce operational costs leading to increased workflow efficiencies. Some key areas where automation software and tools can be used include customer service, marketing, social media engagement, clerical activities, sales, and analytics. No matter the size or scope of your business, implementing automations can turn out to be the strategy that transforms your business.
Event Management & Growth
When you have a business to run and a big event to plan, we can help with systems, processes, software, and apps so your event operates smoothly from the front end to the back. Whether your event is virtual or in-person, we can help you implement streamlined registration and check-in processes and effectively market your event to your target audience.
Digital Forms & Contracts
Save hours of hassle, reduce your costs and follow-up efforts by utilizing digital forms and contracts! We understand that forms and contracts are a vital part of your business, but you will not be able to keep up with the paper-based signing approach as your business grows and client numbers increase. Digital management of your forms and files will allow you to store, organize, track, and examine contracts as well as reduce the risks of misplaced or lost hardcopies and fraudulent transactions.