Business owners spend time, money and resources on attracting sales, but 80% of leads generated by marketing efforts either fall through the cracks or are ignored. Furthermore, it takes four to six communication points for an interest to convert into a sale. That said, many business owners are a few touchpoints away from making sales.
In this month’s Business Learning Series, we are speaking about the client intake process. This process is a compilation of templates, tools, and workflows that help with consistency, optimization, and accountability in managing inquiries received from all sources.
Business owners leave with a system that fosters:
- Timely communication with clients
- Better client onboarding experience
- Efficiency in handling client questions
- Quicker payment collection
- Increased testimonials and word of mouth
- And naturally, increase in revenue
Employees leave with a system that fosters:
- Rewarding working environment
- Easily transferable procedures for new employees
- Improved customer service
Jennifer Haralson started, built and sold four businesses by disrupting industry standards. She currently owns Visionary Education where she teaches business concepts in a simple manner to other business leaders so they can do the same in their industries. With her Master’s degree in education, a coaching endorsement and a serial-entrepreneur lifestyle, she has skills to share which saves entrepreneurs time, money and heartache.
Umeda Islamova is the director of business consulting at the UNL Center for Entrepreneurship. She provides guidance, education, and resources to the community, student, staff and faculty businesses including business strategy, sales growth, marketing, HR resources, financial management, etc. Her business coaching services are funded by the College of Business and are at no cost to the clients. She hosts a monthly Business Learning Series based on the needs of the community. To be notified of future events, please send an email to firstname.lastname@example.org.
Thursday, February 20 | 11:30 a.m.-1 p.m. | HLH 111
Lunch will be provided. Parking is available at the 14th & Avery Parking Garage just north of Howard L. Hawks Hall.