Yellow Dog Consulting

Sales & Marketing Consulting for solo-preneurs.

Is That How You Treat Your Client?

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norm at the beachEvery once in a while I run into another service provider when I’m working with a client and think “huh.” A year ago I wrote about this – but it’s happening again, and I figured it was time for a reminder.

One of the reasons I started my own business is because I’m totally unemployable. I work at my own schedule, which bosses didn’t always appreciate and I like my own schedule. BUT when I’m working with a client and they have a team (graphic designer, web developer, SEO consultant, virtual assistant, etc.) I trust my client has hired them because they know, like and trust them, and I only refer service providers I know, like and trust.

So when another service provider decided to stop answering my emails about a week ago, I was annoyed. I talked with the client and the client recognized it, which is good. Then another service provider started giving a lot of suggestions that don’t seem to be in my client’s best interests. After reviewing an email that asked a lot of weird questions I thought we’d already answered or weren’t in the scope of need for this client, I asked my client about it. Luckily my client felt the same way and we’re working together with this service provider to ensure our CLIENT’S vision is going to be the final product. Not the service providers.

As a service provider we need to ensure our clients get the results they want, not what you want. Yes client’s hire us to give our expertise and opinion, but in the end, it’s their business and their decision. Just because I hate pink doesn’t mean my client shouldn’t have pink branding materials. Now, if my client uses comic sans, we have another story…

When you finish working with a client they should be happy with the work you’ve done, and proud to share it. If they are hesitant to use the materials you provided – it’s time for a conversation to figure out what’s going on. Make sure that you have THEIR best interests in mind, not your own desires.

Keep Your Customers Happy

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CancelledThe yoga studio where I take pilates has recently changed owners. And the owner has decided to make the studio more zen and less core/workout focused. So the pilates classes are over and so is my life for now. I understand the new owner needs to make money and so changes come to streamline the studio so it works for her and stays afloat.

However, she’s just lost a good chunk of clients. I walked by this morning at our normal pilates time and the studio was closed. My friend and I took Norm for a walk because we wanted and needed exercise. Two of us (at least!) would have been there giving her studio money. Had there been any class this morning we would have been there.

I understand that the owner and my instructor needed to part ways – but it sure seems easier to keep your clients happy even if you aren’t as interested in the class. Upon hearing this new last week, one woman was asking how to get a refund on her 6 month membership since there weren’t enough morning classes for her now. I had pre-paid for chunk of classes and only have 3 left on my pass. I may use them if I see an instructor teaching something interesting, but they were a bonus (4 classes) when I bought a package, so I’m not really out any money.

I was talking to my chiropractor today (2 doors down from the yoga studio) and his first comment was “doesn’t every business owner know it’s easier to keep the clients you have then try to find new ones.” And my response was that I sure thought so…

I understand that a business can pivot and change. And that’s OK. I understand that not everyone works well together and sometimes people need to move on to the next adventure in their life. But I do have a hard time understanding how you can tell a group of customers that you don’t want to serve them any more without giving them an alternative or ever directly communicating to that group.

Maybe I’ll hear from the studio owner. Maybe she’ll add new classes that are of interest to me. But in the mean time? Our pilates instructor has all our info and can’t wait to tell us when she lands at a new studio. And I can’t wait to give that studio my money.

The Pros and Cons of Our 5 Favorite CRM Software Systems

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Today’s guest blog post is from my friend Elizabeth Harris at Resultist Consulting. When I saw this white paper she wrote on CRM’s a couple of weeks ago I KNEW my readers needed to see this. If you have a CRM, are considering a CRM, or don’t know what a CRM is, this post is for you!

pros and cons of our 5 favorite CRM software systemsKeeping up can be difficult but, if we have the processes and tools in place, we ride the wave. With the right CRM software solution, relationships become more than just a name on a list. The ability to listen, serve and move prospects to a win-win improves. Regardless of which is best for your team, CRM software is more than a list, it is a contact list with a brain.

When selecting a CRM software system, choices include a robust CRM software solution, a simple CRM designed for very small businesses or a free version to fit your budget. Wikipedia has a list of CRM software, but it lacks wisdom and is not truly helpful for making a decision that is relevant to you.

Automation is perhaps the most valuable aspect of CRM and it’s a shame that not all software packages offer it. Automation is the software’s ability to remind sales and marketing representatives to follow up with customers at the right time. Automation reminds you—or in some cases, actually handles the task for you – of needed activities such as following up 30 days after a sales purchase with another special offer or calling the sales prospect 10 days after the individual signed up for a trial.

Automation via CRM is a primary reason for pulling away from the old Excel spreadsheet and moving to a new system. The benefits outweigh any small learning curve needed.

Instead of walking through every detail and specification, we considered the pros and cons of each CRM solution and summarized them in a free white paper.

Our favorite CRMs:

  • Easily and cost efficiently integrates with HubSpot
  • Are easy to use (Apple-like intuitiveness)
  • Are reasonably priced (now and with future growth)
  • Offer a depth and breadth of support resources (from the platform provider and the “ecosystem” around the platform)

There are five favorite tools we think will work for most small to medium sized businesses. Here is a link to the brand new CRM white paper resource titled “The Pros and Cons of Our 5 Favorite CRM Software Systems.”

Since specifications and details are already available, I kept the content more specifically to the “pros & cons” with a few random thoughts.

As you consider our five favorite CRM software systems, look closely at your business processes, discuss with employees what they need and want, contrast that with your bottom line, and you’ll quickly have an accurate picture of the right CRM software for you.

Can you let me know your thoughts about this brand new CRM resource?

Elizabeth Harris, Resultis ConsultingElizabeth Harris – Resultist Consulting

Elizabeth Harris is the founder and CEO of Resultist Consulting. She works with small and mid-sized businesses to organize their sales and revenue processes to make them predictable and profitable.

Elizabeth has more than 20 years of experience as a proven driver of revenue, profitability and accountability. She is a complex B2B sales expert; adept improving businesses in competitive and changing market conditions. Resultist is her fifth business. In one of her previous businesses she grew it from $4M to $16M in annual revenues in 3 ½ years.