326 - Quarterly Strategy Calls to Boost Your Revenue with Lisa Williams
May 20, 2024
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Lisa Williams, a strategic mastermind known for boosting client revenues, shares her insider secrets on leveraging quarterly strategy calls. She reveals how these calls have added over $25,000 to her earnings by enhancing client relationships and fostering open communication. Lisa discusses effective implementation techniques, the impact of personalized interactions, and the transformation brought by Moxie CRM in project management. Tune in to discover actionable insights that can empower web designers to maximize their income and strengthen client ties!
Quarterly strategy calls establish a predictable communication routine, enhancing client relationships and fostering trust through proactive engagement.
Implementing a systematic approach to client interactions via scheduled calls leads to improved organization and efficiency in managing multiple projects.
Regular discussions during strategy calls often reveal additional project opportunities, directly contributing to significant revenue growth for web designers.
Deep dives
Benefits of Quarterly Strategy Calls
Quarterly strategy calls provide a structured opportunity for web designers to connect with their clients, enhancing relationships and building recurring income. By scheduling these calls, designers create a predictable routine that clients come to expect, rather than waiting for queries to arise sporadically. This proactive approach allows designers to address client needs regularly, fostering trust and open communication. The result is not only improved client satisfaction but also the potential for additional project work arising from these conversations.
Organizational Efficiency
The introduction of a quarterly call system allows designers to maintain better organization and efficiency within their business. Rather than responding to client inquiries on a case-by-case basis, having scheduled calls enables a more systematic approach to client interaction. For instance, by grouping clients into quarterly segments, the designer can prepare for each call with relevant updates and strategies, avoiding the need for scattered communications throughout the week. This method also reduces the overwhelm that can come from managing multiple clients' requests simultaneously.
Value of Consistent Communication
Regular communication through quarterly strategy calls fosters a deeper understanding of client needs and business goals. Clients feel valued when they know they have dedicated time to discuss their challenges and aspirations with their designer. The structured nature of these calls encourages clients to bring up topics that may have been on their minds, leading to more comprehensive support and guidance. This consistent communication not only strengthens client relationships but also positions the designer as a trusted advisor in their clients' success journeys.
Revenue Growth Through Strategy Calls
Implementing quarterly strategy calls has proven to be a significant driver of revenue growth for web designers. Through these discussions, there is often an organic transition to additional project work, as clients identify areas where they need help or improvements. For example, the case study shared highlighted that a designer earned thousands in project work that stemmed directly from the strategy calls, showcasing how providing value through these conversations can lead to tangible financial benefits. Over time, the accumulation of these additional projects results in a substantial increase in overall revenue.
Client Engagement and Retention
Quarterly strategy calls enhance client engagement and retention, as clients are more likely to stay loyal to a designer who actively supports their ongoing needs. By establishing a routine communication schedule, designers can also anticipate client needs and provide resources or solutions, effectively acting as a partner in their success. This engagement also allows designers to share insights or tips that may benefit their clients, reinforcing their role as knowledgeable professionals. Ultimately, this proactive strategy not only retains existing clients but also positions the designer for referrals and new business opportunities.
Lisa has done 6 rounds of strategy calls with her hosting/maintenance plan clients (to this point) which has led to an additional $25,000+ boost of revenue for her. She has refined this strategy to be a well oiled, revenue boosting machine and she’s opening up about how she does it for you so that you can do the same!
We dive into all of the questions above and more in this one but if you want more, Lisa recently did an entire guest expert training with visuals, templates and more inside of Web Designer Pro™!
As a founding member, I’ve seen her take this from idea to slick revenue boosting strategy all within 18 months. Can’t wait to hear how it helps you too!
Get instant access to her full training as a part of your membership when you join our community Web Designer Pro™
In This Episode
00:00 - Boost Revenue With Quarterly Strategy Calls 10:32 - Quarterly Strategy Call Implementation 21:10 - Quarterly Call Management and Future Scaling 30:43 - Quarterly Strategy Calls for Client Growth 43:12 - Moxie CRM Course Creation and Success 56:15 - Podcast Subscriptions and Reviews Thank You
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