3 Steps To Stop Making It Hard For Your Customers To Work With You Streamline your Client Acquisition process so your potential customers stop buying from your competitors   Have you ever been a customer yourself? I bet you have. And of those times, I’m sure you have a few where you thought: “Damn, it seems like they don’t want me to buy from them” If you have a business to scale, you want to avoid this at ALL costs. I’ll share a few examples I recently encountered: A free lead magnet where you need to:1) Reply with an emoji to an Instagram story.2) Then you get a message telling you to DM a word to an Instagram account.3) Finally you get a link you need to enter, scroll down and, at some point, leave your data + email. A local business you can’t contact directly from the webpage. But you need to make a phone call. The business is in its closing hours so you need to wait for the next day. You forget about it and end up buying from a competitor.   Photo by Cova Software on Unsplash So if you’re wondering what process to improve, a good starting point is your client acquisition workflow.   Here are 3 steps to make it easy for your customers to buy from you:   1. Audit your current process: Get out of your head, forget everything you think you know about your current workflow, and imagine you are a new customer:– How do you find your business?– Does the copy match the services you’re looking for?– Once you make a decision to buy, what does the process look like? Write down every single step you have to go through til payment (clicks, time, open new pages, go grab a credit card… everything). At this point, I’m sure you’ve already found a few bottlenecks you’d like to get rid of.   2. Simplify your process: Think of clicks, data, and time your customer needs to go through to finally get the service from you. In a fast-paced world, even the smallest things can make or break a decision. At this point, you might as well consider automating some tasks. Not only to save your time, but every moment your customer has made an action and hasn’t received a response, is waiting time for them and time they are looking at other competitors (who might be faster than you). You want to make it EASY for them. A no-brainer decision.   3. Implement the changes: <pta-selectable-paragraph=»»>Now that you have a clear understanding of where you’re at and where you want to be, work on making the necessary changes for your new client acquisition process.</pta-selectable-paragraph=»»> I highly suggest taking all three steps separately and treating them individually. If you scratch the surface and skip any of them, the probability is your new process will not be as good as you want it to be. Take the time now, so you don’t need to work on it again. Level up today and change the way you work forever! If you’re interested in trying it out, join the waitlist to get early access: Sign Up for Notion AI If you’re already a Notion AI user, you can get started today with Q&A already in your Notion workspace.  Hi, I’m Triz! creator of bodegalaabs and I’m a Certified and Recommended Notion Creator. If you need help setting up your Notion Workspace for success. If you’d like that

Stop Sending Emails for Your Business Incidents When we talk about a Ticket Management System, most companies directly link them to customer service. Definitely, your Customer Operations team needs a ticketing system to manage, track, and answer all of your clients’ requests. But if such a system does wonders on that specific team’s efficiency, why are most businesses stopping there? This is one of the first questions I asked myself when I started working in a company without such a system. I remember I had a maintenance issue I wanted to report and so I asked my colleague: how do I open a new ticket? — A ticket? We don’t do that. — Yes, I want to let the maintenance team know about it so they can work on it. — Just send them an email — An email? Ok… who should I send it to? — Send it to this specific person. And so I did. Just a few minutes after I got a reply: I’m no longer working in such team. Try reaching out to another specific person. And so I tried. But an OOO message popped up: I will not be answering back. I retired. And so it took me way too many questions to way too many people to get the right email to write to. Do you see all of the issues here? Processes depend on individual people. Emails that need to be known (making it harder for new hires) to solve recurrent issues. Workers stopping their daily tasks to answer back emails they don’t really need to know about. And all of this can be solved with a simple ticket management system. I (or no one) don’t need to know who I should write to. I just open a new request, assign it to the relevant team and that’s it. The team receives a request and answers back when appropriate. I can easily track progress (everyone can), so no duplicate requests are being made. Process for new hires is just as easy as selecting the appropriate department. No loss, no complexity, no inefficiencies. Yet so many businesses overcomplicate it. An HR question? A ticket. An IT issue? A ticket. A product request? A ticket. Simple and straightforward.   If you want to implement such an effective method to manage all your business requests and issues, grab now one of my best sellers: the Ticket Management System, and fix several processes at once. Hi, I’m Triz! I’m a business automation expert, Make and Notion certified, and with 7+ years of experience working on Operations and Project Management. I help entrepreneurs and businesses build systems that help them grow and scale (and stop holding them back).   If you’d like that