👋🏼 Hey, it’s Miriam. Welcome to my bi-weekly newsletter where we help you grow your pipeline, keep your clients, and crush your goals. 

 

 

 

When a prospective client shows interest, make sure it is easy for them to know what to do next.

 

✅ Take a look at your website, proposals, emails, and other client-facing materials. 

✅ Are the next steps clear? 

✅ Can someone quickly find the information they need, schedule a conversation, request more information, or get in touch with the right person?

 

Small friction points can turn a warm lead into a missed opportunity.

 

A smoother path makes it easier for good prospects to become good clients.

 

2 Tips to DO MORE:

 

 

Client communication should not depend on one person remembering what needs to happen next.

 

Create a simple internal checklist for your regular client communications:

When everyone knows their role, your clients get a more consistent experience, and your team spends less time chasing loose ends.

 

 

Your client needs are not standing still, so your intake forms, onboarding questions, and information requests should not either.

 

Take a fresh look at what you are asking clients to provide. 

✅ Are you collecting information that actually helps you serve them? 

✅ Are there questions that are outdated, repetitive, or no longer useful? 
✅ Is there something you should be asking that would help you better understand their goals?

 

Have someone who works directly with clients review the process. They may spot a question that could be simplified or an opportunity to learn something you have been missing.

 

Keep it focused, useful, and easy for the client.

A little pruning can go a long way.

If this newsletter resonates with you, here are three more ways I can help:

I’m a teacher at heart, and love helping people get better at what they do.

 

Let's get started,