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Di Savis Biznɛs CRM Plebuk

Daunlod wi fri eBuk: "Di Savis Biznɛs CRM Plebuk: Kɔt, Kɔntrakt, ɛn Rilayshɔnship" — wan prɛktikal gayd fɔ smɔl biznɛs ɔna dɛn.

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Di Savis Biznɛs CRM Plebuk: Kɔt, Kɔntrakt, ɛn Rilayshɔnship

Savis biznɛs ɔna de rivyu CRM paip ɛn klaynt kɔntrakt dɛn na laptɔp

Fɔ rul savis biznɛs we yu nɔ gɛt CRM tan lɛk fɔ tray fɔ ful-ɔp bathtub wit di dreyn opin — lida dɛn kin slip tru, kot dɛn nɔ gɛt ansa, ɛn ripit revenyu nɔ de ɛva apin. Wi fri eBuk, "Di Savis Biznɛs CRM Plebuk: Kɔt, Kɔntrakt, ɛn Rilayshɔnship," de gi yu wan stɛp-by-stɛp fɔm fɔ plɔg ɛvri lik na yu klaynt layfsaykl, frɔm fɔs inkwyuizhɔ to lɔng tɛm ritɛnshɔn.

If yu de rul land skay kɔmni, kɔnsaltin prɛktis, klin savis, ɔ frilans dizayn styudio, dɛn bil dis plebuk fɔ ɔpreshɔn dɛn we taya fɔ lɔs mɔni bikɔs dɛn nɔ ɔganayz fɔ fala ɛn bizi wok wit dɛn an. Dis dɔŋ ya na di brekdaun fɔ wetin yu go lan — ɛn wetin mek i impɔtant fɔ yu bottom layn.

Wetin Mek Mɔs Savis Biznɛs Dɛn De Lɔs Mɔni Bifo Dɛn Ivin Start fɔ Wok?

Chapta 1 na di plebuk de takɛl di prɔblɛm we dia pas ɔl na savis biznɛs: wan lik klaynt paip. Stɔdi sho se klose to 80% pan di lida dɛn nid at le fayv fɔlɔp bifo dɛn kɔnvɔyt, yet bɔku pan di wan dɛn we gɛt smɔl biznɛs kin stɔp afta wan ɔ tu. If yu nɔ gɛt strɔkchɔ paip, prɔmis lida dɛn kin fɔdɔm insay blak ol bitwin "intres" ɛn "buk."

Di plebuk de waka yu tru bil wan paip layn wit klia difayn stej dɛm — inkwyuizhɔ, kwalifayeshɔn, prɔpɔzal, nɛgoshyɔn, ɛn win/lɔs. Ɛni stej gɛt patikyula akshɔn ɛn tɛmlayn dɛn we dɛn ataya, so natin nɔ de sidɔm we nɔ de du natin. Yu go lan aw fɔ asaynd ɔtomɛtik mɛmba, tag lida dɛn bay di kayn savis ɛn di urgency, ɛn mek wan vijual dashbɔd we de sho yu revenyu fɔkɔs wan tɛm.

Dis nɔto tiori. Na prɛktikal sɛtup gayd we yu kin impruv insay wan aftanun we yu de yuz wan pletfɔm lɛk Mewayz, we inklud paiplayn manejmɛnt as pat pan in 207-mɔdyul biznɛs OS.

Aw Yu Go Sɛn Kɔt we Rili Klos Dil Fasta?

Chapta 2 de tɔk mɔ bɔt fɔ kot — di tɛm we mɔ savis biznɛs dɛn kin lɔs di dil pas aw dɛn kin no. Wan kot we slo, we nɔ gɛt prɔfɛshɔnal, ɔ we de kɔnfyus, de sho di klaynt se yu wok go bi di sem. Di plebuk de sho yu aw fɔ fiks dat wit tɛmplat, prayz sayɛns, ɛn spid.

    we dɛn kɔl
  • Tɛmplat yu mɔs kɔmɔn savis so yu kin jenarayz wan polish kot insay ɔnda fayv minit instead ɔf tati.
  • Yuz tayed prayz (gud, bɛtɛ, bɛst) fɔ ankɔr klaynt dɛn to yu opshɔn we go mek yu gɛt mɔ prɔfit.
  • Add klia expiration detes fɔ mek yu gɛt urgency we yu nɔ de push.
  • Enable dijital akseptans so dat klaynt dɛn kin apruv ɛn pe dipɔsit frɔm dɛn fon insay wan tap.
  • Otomatik fɔlɔp mɛmba fɔ kot we nɔ gɛt ansa insay 48 awa.

Di difrɛns bitwin biznɛs we de klos 20% pan di kot ɛn wan we de klos 40% bɔku tɛm kin kam dɔŋ to prɛzɛntɛnshɔn ɛn rispɔns tɛm — nɔto prayz. Dis chapta de gi yu di sistɛm fɔ win pan ɔl tu.

Wetin Mek Kɔntrakt Protɛktiv We Nɔ Drɛb Klaynt dɛn Go?

Chapta 3 de tɔk bɔt di kɔntrakt prɔblɛm we ɛvri savis provayda de gɛt: yu nid fɔ gɛt ligal protɛkshɔn, bɔt wan tɛn pej dɔkyumɛnt we ful-ɔp wit ligal tin dɛn de mek di klaynt dɛn fred. Di plebuk de gi balans we — kɔntrakt fɔm we de kɔba skɔp, pemɛnt tɛm, kansel polisi, ɛn layabiliti we yu nɔ rid lɛk kɔt rum transkript.

"Di bɛst savis kɔntrakt dɛn nɔ jɔs de protɛkt yu bay lɔ — dɛn de sɛt klia ɛkspɛkteshɔn dɛn we rili impɔtant fɔ mek di klaynt rilayshɔn bɛtɛ. We ɔl tu di say dɛn no ɛksaktɔli wetin de insay, wetin nɔ de insay, ɛn wetin kin apin if plan dɛn chenj, trɔst kin go ɔp ɛn di prɔblɛm dɛn kin go dɔŋ."

we yu kin yuz

Yu go gɛt gayd fɔ kloz we gɛt klin langwej, aw fɔ handle skɔp krip wit chenj-ɔda adɛndam, ɛn ustɛm fɔ yuz simpul agrimɛnt versus ful kɔntrakt bays pan di prɔjek saiz. Di chapta de tɔk bak bɔt di e-sayn wokflɔ dɛn we de mek sayn nɔ gɛt frikshɔn fɔ di klaynt dɛn we dɛn de kip ɔltin we di lɔ se ɛn ɔganayz na wan ples.

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Aw Yu De Turn Wan-Tɛm Klaynt To Rikɔrin Rivinyu?

Chapta 4 na usay di rial prɔfitabiliti de liv. Fɔ gɛt nyu klaynt kin kɔst fayv to sɛvin tɛm pas fɔ kip wan we dɔn de, bɔt stil bɔku pan di savis biznɛs dɛn nɔ kin spɛn ɔlmost natin fɔ kip am. Dis chapta de layt wan ripit sistɛm fɔ tɔn ɛvri wok we dɛn dɔn dɔn to di stat fɔ di nɛks wan.

Di plebuk de kɔba post-projɛkt fɔlɔp sikyud, satisfayshɔn sɔv we de dubl as tɛstimoni riŋwe, mentenɛns ɛn ritɛna ɔf we dɛn taym to we di klaynt dɛn go mɔs se yes, ɛn riferal program dɛn we de blɛs yu bɛst advatayz dɛn. Yu go lan aw fɔ sɛgmɛnt yu klaynt list bay savis istri ɛn layf tɛm valyu, dɔn yu go trig pɔsnalayz kampen dɛn we de fil se yu de pe atɛnshɔn pas fɔ ɔtomɛtik.

Dis na di say we CRM kin stɔp fɔ bi kɔntakt list ɛn bigin fɔ bi rɛvɛnyu injin. We dɛn de mɛn ɛvri past klaynt sistamatically, yu paip layn de ful-ɔp frɔm di bɔt ɔp — ɛn yu makɛt kɔst dɛn de drɔp bɔku bɔku wan.

Us Ripititiv Task Yu Fɔ Ɔtomɛt Fɔs?

Chapta 5 klos di plebuk wit di opareshɔnal leva we de separet biznɛs dɛn we de gro frɔm di wan dɛn we dɔn stɔp: ɔtomɛshɔn. Nɔto ɔl wok nid fɔ ɔtomɛtik, ɛn di plebuk de ɛp yu fɔ no di kandidet dɛn we gɛt ay impak fɔs.

Yu go lan fɔ ɔtomatik apɔntinmɛnt kɔnfɔmeshɔn ɛn mɛmba, invɔys jenɛreshɔn we di prɔjek dɔn, fɔ fala-ap imel afta kot ɛn kɔmplit wok, rivyu riŋwe dɛn we dɛn taym fɔ mek di klaynt satisfay wit di mak, ɛn paip layn stej transishɔn bays pan di klaynt akshɔn dɛn. Di chapta inklud wan prayoritayzeshɔn fɔm so yu stat wit di ɔtomɛshɔn dɛn we de sev di mɔs tɛm ɛn gɛt di big big rɛvɛnyu impak, dɔn layt in mɔ as yu de gro.

Wit wan pletfɔm lɛk Mewayz — we pas 138,000 yuza dɛn trɔst — dɛn ɔtomɛshɔn ya kin kɔnɛkt dairekt to yu CRM, invoys, kɔntrakt, ɛn imel makɛt we yu nɔ stich fayv difrɛn ap dɛn togɛda.

Kwɛshɔn dɛn we dɛn kin aks bɔku tɛm

Udat dɛn mek dis eBuk fɔ?

Di Savis Biznɛs CRM Plebuk dɛn bil am spɛshal fɔ smɔl biznɛs ɔna ɛn solɔ ɔpreshɔn we de sɛl savis — kɔntrakta, kɔnsaltɛnt, ɛjɛnshi, frilans, klin, kɔch, ɛn ɔda pipul dɛn we tan lɛk dɛn. If yu de dil wit kot, klaynt rilayshɔn, ɛn ripit bukin, dis gayd de aplay dairekt to yu wokflɔ.

A nid fɔ yuz Mewayz fɔ fala di plebuk?

Nɔ. Di strateji ɛn fremwɔk dɛn we de na di plebuk na pletfɔm-agnostik ɛn dɛn kin yuz dɛn fɔ ɛni CRM ɔ biznɛs tul. Bɔt, ɛvri taktik de map dairekt to di ficha dɛn we de insay Mewayz in 207-mɔdyul biznɛs OS, we de mek am di izi we fɔ impruv ɔltin na wan ples — wit plan dɛn we de stat frɔm jɔs $19 fɔ wan mɔnt.

Aw lɔng i tek fɔ impruv di ful CRM plebuk?

Mɔst savis biznɛs ɔna dɛn kin impruv di kɔr paiplayn, kot tɛmplat, ɛn besik ɔtomɛshɔn insay wan wikɛnd. Di ritɛnshɔn ɛn advans ɔtomɛshɔn strateji dɛn na Chapta 4 ɛn 5 dɛn mek am fɔ rol ɔut smɔl smɔl ova di tu to 4 wiks we de kam as yu de rifin yu wokflɔ bays pan rial klaynt intarakshɔn.

Rɛdi fɔ stɔp fɔ lɔs lida ɛn bigin fɔ bil wan klaynt mashin we de rɔn insɛf? Daunlod di fri plebuk ɛn sɛt yu CRM paip layn tide. Start wit Mewayz fɔ fri →

**Strɔkchɔ chɛklist:** - Dairekt ansa na fɔs 2 sɛntɛns - 5 H2 sɛkshɔn dɛn wit kwɛstyɔn-fɔmat edlayn dɛn (we de mach di 5 eBuk chapta dɛn) - `

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