By Brooke Scott, MBA + Sam Whisnant

Intentional touch points don’t have to be a manual effort. There are so many ways you can integrate automations into your programs so that you can focus on serving your clients instead of drowning behind the scenes. Especially when a client pays thousands for your program, you want to guarantee they can easily get started working with you (and keeping that excitement level high!). 

But when your juggling 20+ clients at a time, it can be difficult to split your attention and give every single client the same stellar experience if you’re doing it all manually. Automation makes it easy for your clients to get the information they need to boost their initial purchase excitement and feel supported until you can have that manual touch point to get them really started on reaching their goals. 

Wondering how you can provide a high touch experience for your high level programs… while still sitting back, relaxing, and letting automation take the reigns? 

In part two of the series, we are diving into simple systems you can implement to uplevel your client experience for your high-touch offers. They include:

1. Streamline your payment process to make it as easy as possible for people to join your programs. 
2. Set the expectations and give as much information upfront. 
3. Keep the excitement high by giving them a little gift immediately!

Tip 1: Streamline Your Payment Process To Make It As Easy As Possible For People To Join Your Programs

Use a checkout tool like Thrivecart for easy payments and to trigger a Zapier automation that sends a contract, welcome email, Slack access, etc…. seamlessly leading them through the onboarding process. 

Start with the below example workflow and adjust it to your program!

Step 1: A new purchase is made in Thrivecart.

Step 2: Create a project and start a workflow in Dubsado that sends your contract, welcome email, onboarding form, and kick-off call scheduler.

Step 3: Add new client to ClickUp client tracker (or client roster) with start date + due date (being the offboarding date).

Step 4: Create a Google Drive folder for your client. 

Step 5: Copy the file and resource templates into the folder.

Tip 2: Set The Expectations And Give As Much Information Upfront

Create a welcome document with a video that walks your new client through the program logistics, like your community platform, who the program coaches are, where to find resources, and where to ask questions. (And yes, add this to your auto-sent welcome email!). (This welcome video can be added to the handout we created in Part 1: Tip 1)

Your welcome email should include: 

1. Thank you and welcome message (duh!)
2. Business information – your hours of operation, upcoming time off, turnaround time expecations.
3. Onboarding form link or where they can find it. 
4. Slack/Voxer link for them to get access to you
5. Their next steps – lay it out loud and clear what they need to do next! 

This is a “brief” version of the welcome handout we created in Part 1: Tip 1. You want to provide them with the resource while also touching on the “most important” things they need to know now.

Tip 3: Keep The Excitement High By Giving Them A Little Gift Immediately

Surprise your new clients by giving them automatic access to any bonus materials once they pay! This can be courses, an ebook, a journal, or whatever you have that they can get started working on immediately. 

Intentional touch points don’t have to be a manual effort. There are so many ways you can integrate automation into your programs so that you can focus on serving your clients instead of drowning in the behind-the-scenes of it all.

(For exact steps of how each of these tips could look like for you, comment below or send us a DM on Instagram (DM Brooke Here or DM Sam Here))

>>>>>> Click here to jump directly into Part 3: Keeping In Touch & Elevating Your Communication, right now! Inside part 3, we are breaking down simple tips for how you can leverage using the implementation of automations in your overall client experience to not only keep in touch with your clients consistently, but to also continue to uphold the high-touch level of care they initially onboarded with for a consistent experience.

>>>>>> Click here to jump back to Part 1: Automating Your Onboarding & Client Nurture Process.

Connect With Sam On Instagram Here.

Connect With Brooke On Instagram Here.