When in Doubt, Start Here

As a business owner, one of the most common questions I get is "Where do I start when it comes to creating repeatable processes in my business?" 

Maybe a key team member left unexpectedly. 

Or your company grew overnight and you need to operate leaner. 

Or perhaps you lost a bunch of clients and need to streamline. 

No matter the situation, I always recommend focusing first on your client or customer journey. 

It may not sound sexy, but optimizing this area creates a powerful ripple effect throughout your entire operation.

If you want the quick and dirty version of this, check out my full video to learn more!

Where to Start When Creating Repeatable Processes for Your Business

Why the Client Journey is So Critical

You've heard it costs far less to keep an existing customer than acquire a new one.

For service providers, cultivating repeat business and referrals is absolutely essential.

When you nail the client journey, you make it easy for customers to stick with you long-term and send new business your way enthusiastically.

An incredible referral engine becomes the core driver of your growth.

How to Define Your Ideal Client Journey

Step 1: Take a Break from Daily Operations Block off 1-2 hours to remove yourself from the typical workspace and daily grind.

Go to a coffee shop or somewhere you don't normally work.

Step 2: Analyze Your Best Recent Projects Review the last 6-7 client projects you've completed.

What were the commonalities between the most successful ones in terms of client type, process followed, results achieved, key contributors involved?

Step 3: Identify the Consistent Approach Of those top-performing projects, how did you typically engage with the client?

What was the main approach, flow, or linear progression you followed? If an employee consistently knocks it out of the park, map out how they operate.

Step 4: Define the Client Journey Phases Based on your analysis, define the distinct phases you'll take every client through - things like onboarding, strategizing, implementation, etc.

Give each phase a clear name.

Continuing to Optimize the Journey

While mapping out your current ideal client journey, also make a list of additional services or products you could layer in over time as your team and resources allow.

Don't overcomplicate initially - start by nailing the core journey that delivers a knockout result. You can enhance it incrementally from there.

Getting the client journey right positions you to generate consistent revenue and naturally attract new business through referrals - no frantic sales & marketing required.

It's the cornerstone of efficient, profitable operations.

So if you're overwhelmed with where to start refining your processes, always begin by optimizing how you guide clients from start to finish.

Everything else will flow much more smoothly once that foundation is in place.

Are you ready to stop reinventing the wheel for each client and optimize your operations? DM me “START” on Instagram and I’ll send you my TOP 5 agency SOPs!

Stay tuned for more quick and practical operations tips. Until next time!