Business Operations

Lungiselela ukukhula kweShishini lakho eliSodwa: ISahlulo sokuGcinwa komThengi wokugqibela

Yeka ukuchitha iiyure ngokuseta umxhasi ngesandla. Funda ukwenza ngokuzenzekelayo ukukhwela njengosomashishini oyedwa ngokuqhutywa komsebenzi, iitemplates, kunye nezixhobo ezikala ishishini lakho.

9 min read

Mewayz Team

Editorial Team

Business Operations

Ingxaki Yokukhwela kuMrhwebi Oyedwa

Wonke umxhasi omtsha kufuneka azive njengoloyiso, hayi umthwalo. Ukanti koosomashishini ababodwa, umbhiyozo uhlala unqunyulwa mfutshane yinyani eyoyikisayo yokukhwela ngesandla. Usanda kufika iprojekthi ye-5,000 yeedola, kodwa ngoku ujongene neeyure ze-3-4 zomsebenzi wolawulo: ukuthumela izivumelwano, ukuqokelela ulwazi, ukuseta ii-akhawunti, ukucwangcisa iminxeba yokukhaba. Le rhafu ifihliweyo ngexesha lakho ithetha ukuba usebenza ngokufanelekileyo ngaphantsi kocatshulweyo-kwaye okubi ngakumbi, ibamba ugxininiso kumsebenzi ohlawulayo okhulisa ishishini lakho. Umndilili weshishini elizimeleyo uchitha i-15-20% yeveki yomsebenzi kwimisebenzi yolawulo efana nokukhwela umxumi. Kwiiyure ezingama-40 ngeveki, ziiyure ezi-6-8 awusoze ubuye. I-automation ayikho malunga nokusebenza kakuhle; imalunga nokubanga kwakhona amandla akho okwenza umsebenzi onentsingiselo ngakumbi ngelixa unikezela ngamava omthengi akumgangatho ophezulu akwenza wahluke kubantu okhuphisana nabo.

Kutheni i-Automated Onboarding ingaxoxisi kwiiSolopreneurs

Xa uqhuba umboniso womntu omnye, umzuzu ngamnye ubala ngokwahlukileyo kunombutho omkhulu. Ngelixa ii-arhente zinamaqela okuphatha ukukhwela, unesixhobo esinye kanye: ngokwakho. I-automated onboarding iguqula ishishini lakho ngeendlela ezintathu ezisisiseko ezichaphazela ngokuthe ngqo umgca ophantsi kunye nengqondo yakho.

UbuNgcali obuBonisa isikali

Isixokelelwano esizihambelayo sidala ukuhambelana okwenza umsebenzi wakho uwedwa uzive njengomatshini ofakwe i-oyile kakuhle. Xa abathengi befumana iimpendulo ezikhawulezileyo, eziphucukileyo emva kokusayina, babona ixabiso kunye nokuthembeka-nokuba usebenza kwitafile yakho yasekhitshini. Le mbono ikuvumela ukuba ulawule amaxabiso aphezulu kwaye utsale abathengi abangcono. Omnye umyili ozisebenzelayo unike ingxelo yokonyusa iireyithi zakhe ngama-30% emva kokuphumeza inkqubo ephucukileyo ezenzekelayo yokukhwela, kuba abathengi babone umsebenzi wakhe njengobuchwephesha.

Ixesha lokuBuyiselwa komsebenzi wokuVelisa iNgeniso

Qwalasela izibalo: Ukuba ukhwele abathengi aba-4 ngenyanga ngesandla kwiiyure ezi-3 nganye, uchitha iiyure ezili-12 kulungiselelo lolawulo. Ngeyure esebenzayo i-$75, yi-$900 yexesha elichithwe kumsebenzi ongahlawulekiyo. Ukuzenza ngokuzenzekelayo i-80% yale nkqubo ifumana phantse i-700 yeedola ngenyanga-yanele ukuthethelela utyalo-mali kwizixhobo okanye ukukhupha eminye imisebenzi. Okubaluleke ngakumbi, kukunika umva umda wengqondo ukuze ugxile kumsebenzi woyilo okanye weqhinga ohambisa inaliti kubathengi bakho kunye neshishini.

Impazamo yoMntu eNcitshisiweyo kunye nokuKhathazeka koMthengi

Xa ujongisisa abathengi abaninzi, iinkqubo zesandla ngokungaphephekiyo zikhokelela kwiimpazamo: ii-imeyile ezilibalekileyo, amaxwebhu angekhoyo, ungquzulwano kwishedyuli. I-automation idala inkqubo ethembekileyo engayilibalanga inyathelo. Omnye umcebisi ufumene ukuba ukuphumeza izikhumbuzi ezizenzekelayo kunciphisa ukulandelwa kwe-client onboarding-ups nge-70% kwaye kupheliswe into engathandekiyo "Ngaba uthumele ikhontrakthi?" iincoko ezinokonakalisa ukuthembana kwasekuqaleni kubudlelwane.

Ukwenza iMaphu yeNdawo zakho zeFriction zangoku ze-Onboarding

Phambi kokwakha isixokelelwano sakho esizenzekelayo, kufuneka uchonge kanye apho inkqubo yakho idilika khona. Uninzi lwamashishini azimeleyo aneendawo ezifanayo zentlungu, kodwa ukuhamba kwakho komsebenzi kuya kuqinisekisa ukuba i-automation inikezela phi imbuyekezo enkulu.

Qala ngokulandelela umxhasi wakho olandelayo 2-3 onboardings ngononophelo. Sebenzisa ispredishithi esilula ukuloga yonke into, uphawule:

  • Ixesha elichithwe kumsebenzi ngamnye (ukuthumela isindululo, ukwenza i-invoyisi, ukucwangcisa intlanganiso)
  • Ixesha lokuphendula lomthengi kwinqanaba ngalinye
  • Amanqaku apho kufuneka uleqe abaxhasi ngolwazi
  • Imisebenzi efuna ukuba utshintshe phakathi kwee-apps ezininzi
  • Amaxesha apho abathengi babonakala bebhidekile okanye bafuna ingcaciso

Olu phicotho luya kutyhila imiqobo yakho. Umphuhlisi wewebhu unokufumanisa ukuba ukuqokelela iziqinisekiso zokufikelela kwi-domain kuthatha ixesha elingalinganiyo, ngelixa umqeqeshi unokufumanisa ukuba ukucwangcisa iseshoni yesicwangciso sokuqala kudala eyona nto isemva nangaphandle. I-automation yakho kufuneka ijolise ngokukodwa kwezi ndawo zokukhuhlana.

Iziqendu eziBalulekileyo zeSistim yokuQhubela iZizenzekelayo

I-automation esebenzayo ayikuko ukususa ukubanjwa komntu-imalunga nokubeka ingqalelo yakho ngobuchule apho kubaluleke kakhulu. Isixokelelwano sakho kufuneka sijongane nezinto ezinokuqikelelwa, eziphinda-phindayo ngelixa zikukhulula kunxibelelwano olulolwakho.

Ithala Leencwadi Lethempleyithi Eyakhiwe Phambi

Yenza itemplates ezisemgangathweni kulo lonke unxibelelwano olunokuphinda lusetyenziswe: izindululo, iikhontrakthi, iipakethi zokwamkela, iifomu zemibuzo, kunye nolandelelwano lokulandelela. Undoqo kukwakha iitemplates eziziva zobuqu ngelixa zizenzekelayo. Sebenzisa amabala okudibanisa amagama abathengi, amagama enkampani, kunye neenkcukacha zeprojekthi. Izixhobo ezifana ne-automation ye-Mewayz's documentation inokugcwalisa le mimandla ngamandla, iqinisekisa ukungaguquguquki ngelixa ugcina imvakalelo yobuntu.

Unxibelelwano olulandelelanayo lokuhamba komsebenzi

I-automation yakho kufuneka ivuse unxibelelwano oluthile olusekwe kwizenzo zomxhasi. Umzekelo: Xa umxhasi esayina isivumelwano, thumela ngokuzenzekelayo ipakethe yokwamkela kunye ne-invoyisi. Xa i-invoyisi ihlawulwe, vumela ngokuzenzekelayo ufikelelo kwi-portal kwaye ucwangcise umnxeba wokukhaba. Le ndlela yolandelelwano iqinisekisa ukuba akukho nto iwela kwiintanda ngelixa yenza umxhasi azive ekhokelwa kwinkqubo.

Centralized Client Portal

Kunokuba usasaze ulwazi kwii-imeyile, amaxwebhu, kunye nemiyalezo, nikeza abathengi indawo enye kuyo yonke into abayifunayo. I-portal ingenza iikontrakthi, amaxesha eprojekthi, imbali yonxibelelwano, kunye nokugcinwa kweefayile. Imodyuli yolawulo lwabathengi be-Mewayz ibonelela ngokusebenza, inciphisa ukubhideka kwabaxumi kunye nomthwalo wakho wenkxaso.

I-Integration Ecosystem

Ukukhwela kwakho akufuneki kuhlale wedwa. Qhagamshela iCRM yakho nekhalenda yakho, i-invoyisi, ulawulo lweprojekthi, kunye nezixhobo zonxibelelwano. Xa umxhasi omtsha esongezwa, inkqubo yakho kufuneka yenze ngokuzenzekelayo iirekhodi ezihambelanayo kwisixhobo sakho sonke. Oku kuphelisa ukufakwa kwedatha kabini kwaye kuqinisekisa ukungaguquguquki.

Inyathelo ngeNyathelo: Ukwakha Ukukhwela kwakho okuZisebenzelayo ngeentsuku ezisi-7

Awudingi kuphinda wakhe yonke inkqubo yeshishini lakho ngobusuku. Le ndlela yokwenza ngokwezigaba ikuvumela ukuba uphumeze usetyenziso oluzenzekelayo ngokuthe chu ngelixa uqhubeka unceda abathengi.

Usuku loku-1: Bhala phantsi iNkqubo Yakho Yangoku
Bhala phantsi onke amanyathelo ukusuka "kumthengi uthi ewe" ukuya "kugqitywe ukuhanjiswa kokuqala." Chonga ukuba ngawaphi amanyathelo aphindaphindayo kwaye afuna isigwebo sakho esisodwa.

Usuku 2: Yenza iLayibrari yeSakhelo sakho
Phuhlisa okanye usulungekise itemplates zonxibelelwano lwakho oluqhelekileyo. Gxininisa ekucaceni nasekuqeqesheni ngelixa ushiya indawo yokuzenzela.

Umhla wesi-3: Misela iSixhobo sakho sokuZisebenzela
Khetha iqonga elihambelana neemfuno zakho kunye nohlahlo lwabiwo-mali. Inqanaba lasimahla likaMewayz lihlala lanele kumashishini eyedwa aqala ngokuzenzekela. Qwalasela iinkqubo zakho zokusebenza ezisisiseko.

Usuku lwesi-4: Yakha uQhagamshelwano Lwakho Olulandelelanayo
Maphuphe ii-imeyile ezisekwe kwi-trigger-based: ikhontrakthi isayinwe → i-imeyile eyamkelekileyo → i-invoyisi ethunyelwe → intlawulo efunyenweyo → ukufikelela kwi-portal kunikwe. Vavanya ulandelelwano ngocoselelo.

Usuku 5: Dibanisa izixhobo zakho
Qhagamshela iCRM yakho nekhalenda yakho, inkqubo yentlawulo, kunye nezinye ii-apps ezibalulekileyo. Qinisekisa ukuba idatha ihamba kakuhle phakathi kweenkqubo.

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Umhla wesi-6: Yenza i-Portal yakho yoMthengi
Misela i-portal elula, ehleliweyo apho abathengi banokufumana khona amaxwebhu, bangenise ulwazi, kwaye balandele inkqubela phambili. Yenze ibonakale ibhrendi yakho.

Usuku lwe-7: Ukuqhuba Kokomisa kwaye Ucokise
Vavanya yonke inkqubo kunye nomxhasi odlulileyo onobungane okanye wenze i-akhawunti yovavanyo. Chonga izikhewu kwaye wenze uhlengahlengiso lokugqibela ngaphambi kokuba uye ngqo.

Awona mashishini aphumeleleyo eyedwa akasebenzi nzima—asebenza ngobukrelekrele. I-automation ayikokuzisusa kwinkqubo; imalunga nokuzibeka kwindawo apho wongeza elona xabiso.

Ukukhetha izixhobo zakho zokuziSebenzisa: Ukuthelekiswa koShishino lweSolo

Ngezixhobo ezingenakubalwa ezithembisa ukuzenzela, ukukhetha isitakhi esifanelekileyo kubalulekile kwabo babodwa ngexesha kunye nohlahlo lwabiwo-mali. Isixhobo sakho esifanelekileyo kufuneka sikhule nawe ngaphandle kokufuna uhlengahlengiso rhoqo.

I-Mewayz igqame kumashishini eyedwa kuba idibanisa imisebenzi emininzi kwiqonga elinye. Endaweni yokuhlawula iCRM eyahlukileyo, i-invoyisi, kunye nezixhobo ezizenzekelayo, ufumana inkqubo edibeneyo eqala kwi-$ 19 / ngenyanga. Indlela yemodyuli ithetha ukuba uhlawulela kuphela into oyidingayo namhlanje ngelixa unakho ukongeza izakhono njengoko ukhula.

Thelekisa oku ngokuchasene nezisombululo zokudibanisa: I-CRM esisiseko (i-$ 12 / ngenyanga) + isixhobo se-invoyisi (i-$ 10 / ngenyanga) + umakhi wefom (i-$ 8 / inyanga) + ukucwangciswa kwekhalenda (i-$ 8 / ngenyanga) ngokukhawuleza yongeza ukuya kwi-$ 38 / ngenyanga-ixabiso eliphindwe kabini lesisombululo se-in-one. Okubaluleke ngakumbi, umthwalo wokudibanisa uwela kuwe, udala umsebenzi omningi kunokuba ungaphantsi.

Ukulinganisa iMpumelelo yakho yokuZixhomela ngokuzenzekela

I-automation ngaphandle komlinganiselo luqikelelo. Khangela ezi metrics zingundoqo ukuqinisekisa ukuba isixokelelwano sakho sizisa iinzuzo zokwenyani:

  • Ixesha Lokunikelwa KokuQala: Lingakanani ixesha ukusuka ekutyikityeni isivumelwano ukuya ekuqaleni komsebenzi wokwenene? Kujongwe ukucuthwa nge-50%.
  • Inqaku loKwaneliseka koMxumi: Thumela ukalisho olulula lwe-1-5 emva kokugqitywa kokukhwela. Injongo yokuhambelana 4.5+ amanqaku.
  • Iiyure zoLawulo ngoMxumi ngamnye: Landela ixesha elichithwe kwimisebenzi yokungena. Kujongwe ngaphantsi kwemizuzu engama-30 ngomthengi ngamnye.
  • Inqanaba lokuGqibela ukuQeda: Yeyiphi ipesenti yabaxumi abasayiniweyo abayigqibezela yonke inkqubo? Zama ama-95% +.
  • Imibuzo yabaThengi: Bala imibuzo yenkxaso ngexesha lokukhwela. Imibuzo embalwa ibonisa inkqubo ecacileyo.

Jonga ezi metrics qho ngenyanga kwiinyanga ezi-3 zokuqala, emva koko ngekota. Baza kukuxelela apho i-automation yakho ifuna ukulungiswa kwaye iqinisekise ukuba utyalo-mali lwakho luza kuhlawula.

Ukuchukumisa koMntu kwiLizwe eliZisebenzelayo

Ngokumangalisayo, ezona nkqubo zizenzelayo zenza unxibelelwano lwakho lobuqu lube nentsingiselo ngakumbi. Ngokuphatha ulawulo olunzima lokuphakamisa, udala indawo yoqhagamshelo lokwenyani apho kubaluleke kakhulu.

Umnxeba wakho wokukhaba umdlalo uba nobuchule ngakumbi xa amaphepha sele ephethwe. Iingxoxo zeprojekthi yakho zijolise kumxholo xa ulungiselelo luqhutywa ngokuzenzekelayo. Abathengi bayakuxabisa ukusebenza kakuhle, kodwa bakhumbula amaxesha apho ubonise ukuqonda okunyanisekileyo ngeemfuno zabo.

Omnye umcebisi wezentengiso ufumanise ukuba emva kokwenza ngokuzenzekelayo ukuhamba kwakhe, ukugcinwa kwabathengi kunyuke nge-40%. Ngoba? Kuba wayenokunikela ngamandla akhe ekuqondeni imingeni yeshishini labo kunokuba aleqe amaxwebhu asayiniweyo. I-automation yaphatha inkqubo; wagxila kwintsebenziswano.

Ukukala iShishini lakho eliSolo ngaphandle kokuFaka iNdlela yokubala

Eyona njongo izenzekelayo ayikongi ixesha kuphela—kukudala isakhono sokukala ishishini lakho ngokwemiqathango yakho. Ngenkqubo esebenzayo yokukhwela, ungaphatha abathengi abaninzi ngaphandle kokwanda komthwalo wolawulo.

Qaphela ukuba umxhasi ngamnye udla ngokumela umphezulu omiselweyo wexesha lokukhwela. Ukuba i-manual onboarding ithatha iiyure ezi-3 ngomthengi ngamnye, ukukhonza abathengi abali-10 ngenyanga kuthetha iiyure ezingama-30 zomsebenzi wokuseta. Ukuzenzela ngokuzenzekelayo i-80% yaloo nkqubo kuyayinciphisa iye kwiiyure ezi-6—ukukhulula iiyure ezingama-24 zomsebenzi wokungenisa imali okanye ukwamkela abathengi abangakumbi.

Oku kukhula kokwahlula abo batsala nzima bebodwa kwabo baphumeleleyo. Umthamo wangaphambili we-hit imiqobo ngokukhawuleza; ezi nkqubo zokugqibela zokusebenzisa ezinje nge-automated onboarding ukwandisa ukufikelela kwazo ngaphandle kokubeka esichengeni umgangatho okanye ubomi bomsebenzi. Ishishini lakho liyakhula kuba iinkqubo zakho zixhasa ukukhula, hayi naphezu kwazo.

Ikamva leshishini lodwa lelabo balawula le bhalansi: ukusebenzisa itekhnoloji yokusingatha uphinda-phindo ngelixa igcina ubuchule bomntu apho bubaluleke khona ngokwenene. I-automated onboarding system yakho ayiyonto nje elula—sisiseko apho uya kwakhela ishishini elikusebenzelayo, hayi ngenye indlela.

Imibuzo Ebuzwa Rhoqo

Lingakanani ixesha endinokuligcina ngenene ngokukhwela umxhasi ozenzekelayo?

Uninzi lwamashishini azimeleyo anciphisa ixesha lokukhwela nge-70-80%, ukugcina iiyure ze-2-3 ngomthengi ngamnye. Kumntu okhwela abaxhasi aba-4 ngenyanga, oku kuphinda kubange iiyure ezisi-8-12 zomsebenzi wokwenza ingeniso.

Yeyiphi eyona mpazamo inkulu eyenziwa ngabantu ababodwa xa bekhwela?

Ukwenza ngaphezulu kwe-automating yobuqu iindawo. Injongo kukwenza imisebenzi yolawulo ngokuzenzekela ngelixa ugcina intsebenziswano yabantu enentsingiselo apho yongeza ixabiso.

Ndingakwazi ukukhwela i-automate ukuba abaxumi bam banezidingo ezahlukileyo?

Ewe-dala ukuhamba komsebenzi okuninzi okulungiselelwe iintlobo ezahlukeneyo zenkonzo okanye amanqanaba abathengi. Izixhobo ezifana neMewayz zikuvumela ukuba wenze ulandelelwano ngokusekwe kwiimpawu zomthengi.

Ndiqinisekisa njani ukuba unxibelelwano oluzenzekelayo aluziva lungenabuntu?

Sebenzisa iindawo ezidityanisiweyo kulungiselelwa ubuqu, quka iimbekiselo ezithile zeprojekthi, kwaye ngamanye amaxesha wongeze amanqaku akho. Inkqubo iphatha isakhelo, kodwa ufaka ubuntu apho bubala khona.

Leliphi inyathelo lokuqala ukuba ndisebenza ngesandla ngokupheleleyo ngoku?

Bhala inkqubo yakho yangoku ukusuka kwikhontrakthi ukuya kunikezelo lokuqala. Chonga eyona misebenzi idla ixesha ephinda-phindayo—ezi zizinto ozifuna kuqala kwi-automation.