Do you have a business process?
Do you know how your business works? Where your clients come from and crucially what the steps are to turn that enquiry into a paying client?
This whole journey can be turned into a process.
Could be via email or a phone call – where do you log this?
You respond and possibly send some information or direct them to information on your website.
Then a bit of back and forth and then maybe a few meetings and then down to business.
Once you have agreed to work together what happens next? Do you have a process for handling the booking process?
Does your new client know what to expect? What is included or excluded?
Do you have proper Booking Terms?
Do you have a cancellation policy?
When is it triggered?
Is there a cancellation charge?
What happens if a client wants to postpone the course? Do you have provision for that?
Does your client know what to expect?
Do you make the training requirements clear? Such as a room to train in and freedom from interruptions?
Do you offer post course support?
Is there a defined follow up system?
Do you ask them to refer you on to others who could use your services?
All of these are steps in a process and you may or may not have documentation to help.
For example – do you have a system to store the names and addresses of the people you meet and those who call?
What other documents do you have, or might you need? – Booking Terms, Terms of Service, Cancellation Policy etc.
How can your software systems help with this process?
Do you have anything to add to the questions I have asked?
Please leave a comment below I would love to hear what you think.