224: Create a See You Soon Kit for Clients — Jacq’s Favorite Time-Saving System
Sep 15, 2023
auto_awesome
Jacqueline Fisch, previous guest and BFF, shares tips on creating a 'See You Soon Kit' for clients. Topics include expressing sentiments, asking for feedback and referrals, suggesting ways to continue working together, and providing contact information. The importance of post surveys and surprise and delight moments for clients is also discussed.
Creating a 'See You Soon' kit for clients can help systematize the process of wrapping up projects and leaving a lasting impression.
Asking for feedback, referrals, and suggestions for continued collaboration can help strengthen client relationships and generate future business opportunities.
Deep dives
Creating a See You Soon Kit
Jack shares her process of creating a see you soon kit to wrap up projects with clients. She starts by expressing enjoyment and appreciation for working together and highlights the accomplishments of the project. She then asks for client feedback through a simple Google form and turns the feedback into a testimonial with client approval. She also requests referrals from satisfied clients and provides a templated email for them to send. Jack suggests ways to continue working together, such as moving to a retainer or joining a membership community. She concludes by including her social links and inviting clients to stay in touch.
Delighting Clients with Surprises
In addition to the see you soon kit, the host shares a suggestion for adding surprise and delight to client interactions. She mentions sending handwritten notes and collecting mailing addresses at the beginning for gifting purposes. She also discusses sending post-engagement feedback surveys and incorporating surprise gifts into the survey completion process. She offers an example of using sugarwish.com to redirect clients to a gift selection page, allowing them to choose candies or treats as a thank you gesture.
Additional Resources and Community
The host recommends additional podcast episodes and books related to client relationships and referrals. She invites listeners to join the BFF community and leave voice memos sharing their favorite time-saving systems. The episode concludes with a call to share the show with friends and a reminder to visit the show's website for show notes, newsletter subscription, and tech toolkit access.
Do you already have an elegant way of wrapping up with clients? If you work with people one-on-one, it's important to systematize business values that you say are important to you, like surprise and delight, or giving clients a red carpet experience from start to finish.
Many of us have thought more about that on the front end than when we're actually closing out with a client—that's why I'm super excited to bring you this listener submission episode from previous guest and BFF, Jacqueline Fisch.
🌟 5 Key Takeaways
Share a few sentiments about working together: What you accomplished, any encouraging words or celebratory notes.
Ask for feedback via short survey: then turn that into a testimonial for them.
Ask for referrals: “If I could fill my roster with more clients like you, I’d be over the moon!” Draft the referral email for them.
Suggest ways to continue their momentum: Ideally by suggesting two or three options to continue working with you.
Keep in touch! Share social links, and ask them to connect with you there and in your newsletter (if they aren’t already subscribed)
📝 Permission
Ask directly for referrals and feedback, in an elegantly streamlined and systematized way.
✅ Do (or Delegate) This Next
Create your own See You Soon kit and feedback survey for when you wrap-up with clients. Want a head start? Check out Jacq’s Intuitive Client Service Bundle.