This week features Jordan, founder of a consultancy focused on customer onboarding, and Brian, a seasoned entrepreneur in SaaS. They dive into the nuances of launching a consultancy and generating a reliable lead pipeline. With humor, they discuss the importance of customer feedback during onboarding and share insights on pricing strategies that foster customer commitment. They also tackle the challenges of balancing family life with entrepreneurial pursuits, all while navigating the evolving landscape of e-commerce.
The hosts share personal family updates while emphasizing the importance of maintaining a balance between work and home life.
Launching a consultancy requires establishing a robust pipeline of quality leads through networking and engaging content strategies.
Enhancing customer onboarding not only involves initial setup but also ongoing personalized support to build client confidence in using products.
Deep dives
Family Events and Personal Experiences
The hosts share personal updates, including plans for a Father-Daughter dance with a sequins and sneakers theme, highlighting their unique family dynamics and preferences. One host mentions dealing with his daughter’s fractured ankle while maintaining a supportive attitude toward her enthusiasm for the event. Additionally, they reflect on their experiences at trampoline parks, expressing a mix of enjoyment and concern for safety. This sets a lighthearted tone while showcasing their commitment to being present for their children's lives.
Business Ventures and Consultancy Launch
A new consultancy website, instrumentalproducts.com, is launched as part of an ongoing effort to establish a full stack product design and development service. The host discusses how he has been actively consulting with clients, particularly focusing on SaaS companies that need assistance in launching new products without disrupting existing teams. He outlines the unique value proposition he brings as a product designer and developer with founder experience. As a result, he is packaging services that cater to projects and planning sprints, reflecting on the evolution of his business model.
Building a Lead Pipeline for Consultancy
The host emphasizes the necessity of developing a healthy pipeline of leads to maintain a steady flow of projects in his consultancy. He discusses networking strategies, including reconnecting with industry contacts and identifying potential referral partners among SaaS founders. Additionally, he plans to engage with content creation featuring insights on product strategies to attract new clients. The idea is to focus on quality leads rather than high volume, ensuring a sustainable growth model for the consultancy.
Challenges in Customer Support and Success
There is a significant discussion regarding the complexities of customer support and how to enhance the onboarding process for new clients using Clarity Flow. The hosts highlight the importance of building confidence in clients when using the platform, as many express frustration despite being impressed with its capabilities. They recognize that successful onboarding involves not only guiding clients through setup but also offering ongoing support to ensure they feel competent in utilizing the tool effectively. Thus, a new customer success strategy is being developed to provide personalized help and tailored advice.
Reflections on Market Fit and Sales Processes
Insights into the importance of choosing the right target market and adapting sales strategies are shared as the hosts discuss their experiences pivoting in their respective businesses. One host reflects on shifting assumptions about the e-commerce space and how engaging with a diverse range of customers can shift perspectives on product-market fit. They contend that understanding customer needs and tailoring approaches are crucial for long-term success. This realization inspires a broader view of how businesses can evolve and define their market in responsive ways.