automate your client management jennifer bourn

Jennifer Bourn is an award-winning website designer. She also runs her own small business.

At the beginning of 2011, her web design business ate up all of her time. 100+ hour work weeks were the norm. Travel (her passion) was impossible. Stress was high. Important tasks were falling through the cracks.

Then, during her annual business retreat, she created a simple system to help onboard her new customers. Instead of repeating herself, she sent a series of automated emails that:

  • set expectations
  • outlined the project
  • requested specific information
  • sent useful tips

and pretty much delighted all of her customers. Her automated email onboarding system worked so well, she added it to other parts of her business.

In 1 year Jennifer was able to year cut her 100+ hour work week, filled with admin and email, to a 30-hour work week where she can focus on the thing she does best… design beautiful websites.

I love this story so much. Listen in to find out exactly how Jennifer managed to:

  • save time
  • increase profits
  • provide a better service

by creating simple client management systems for her web design company. These automations worked when she played, didn’t need to be managed and never let any step slip through the cracks.

Enjoy!

In this episode we cover:

  • Specific automation tools.
  • How to scale without hiring.
  • What you need to do before creating your first system.
  • Why systems can give you the confidence to raise your rates.
  • Where to find time to create your systems.

Quotables:

  • “I was surprised by the amount of information I had to repeat to my clients.”
  • “You can’t delegate crap unless you have a system for people to follow. Otherwise, you are just setting everyone up for failure.”
  • “Systems will boost profitability in your business.”
  • “The larger clients you get, the less automation the appreciate [but we still use the same systems, just took out the automation].”
  • “You have to work on your business, not in your business.”
  • “I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” –  Maya Angelou

Links and resources mention:

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The shownotes can be found at zacharysexton.com/49