As a service provider, besides delivering your services well, there’s only one other thing that can truly make or break your business. It all ties into how you make your clients feel while working with you, or you may also know it as your client experience.

If you want the technical definition, the client experience is the sum of all interactions a client has with you. It involves every single stage of the client journey, from before they’ve even booked you yet!

The goal is to create a total VIP client experience to make your clients feel like they’re receiving top-notch, exclusive services. And today, we’re going to show you how you can create a VIP client experience and why it’s so important!

As a service provider whose calendar is quickly filling to the brim, it’s imperative to find ways to free up space so that you can feel less stressed and overwhelmed, plus have more time to take care of your clients. The key method of getting back as much time as possible is automation.

Automation, quite simply, is when you put certain tasks or processes on autopilot in your business. (Personally, any and everything that’s able to be automated, we automate it.) These tasks either completely run on their own, or they require extremely little effort from you to make it happen.

If there’s one thing that can make or break a service-based business, it’s the experience you provide for your clients. Not only is the client experience crucial to making sure your clients are happy, leave great testimonials, refer you to others, and possibly come back for repeat business, but also perfecting your client experience allows you to sell the heck out of it in your marketing message.

Your client experience doesn’t just span from the first interaction to when you start working with them. It also includes your off boarding process and how you treat them once they’ve finished working with you. But how can you still nurture these relationships even after the project is all said and done? There are three simple yet powerful ways you can do so, and that’s what we’re going to cover in this post!

The client experience is one of the most– if not the most– important aspects of any business, whether service- or product-based. It’s one thing to perform your services or create your products well. Obviously we want to be exceptional in our craft and provide a great outcome for our audience.

But it’s a whole other piece of the puzzle to take into consideration how your clients feel working with you. What’s their experience like? What do they feel when they first learn about you through your social posts or website? How easy are you making things for them? How trusted do they feel that you’re taking care of them?

All of these points are crucial for repeat business, positive testimonials, referrals to more potential clients/customers, selling the experience, and eventually scaling your business. The cold hard facts are that people remember negative experiences with a business and use those to influence their next decision (a.k.a. running away) more than they do the positive ones.

We’ve learned a thing or two about client experience from our years of being service providers then transitioning to digital products, so we’re here to share our knowledge on how to create a premium client experience!

One of the most overwhelming parts of starting a service-based business is how to actually find clients. You’ve done all of the beginning steps— you’ve decided what to offer, packaged and priced it, created your social channels, set up your financial shiz, and all of that fun jazz. But now, where the heck do you find clients and how do you pitch them?

Before we offered digital products, we were service providers, so we’ve had our fair share of finding and pitching clients. Today, we want to unveil our best tips to you in this ultimate guide!

At the heart of every service-based business is the client experience.

It’s like the one key that unlocks great testimonials, referrals, repeat clients, and all around an awesome business reputation. Without taking the effort to refine and make better your client experience, you’re missing a huge opportunity to stand out from the competition!

An amazing way to amplify your client experience is by using Dubsado’s client portal feature! Not only does it give your brand a polished and professional feel, but it also makes things 10x easier on your clients. With the client portal, your clients are able to easily view email exchanges between you, documents you’ve shared, forms, invoices, task boards, and more.

Keep reading to learn more about the client portal, how to use it, and how it can amplify your client experience!

When it comes to running a service-based business, there’s one term that you’ve likely heard a lot– client experience. It’s honestly the sole thing that service-based businesses revolve around because it can make or break your business.

But what exactly does client experience mean? Why is it so important? These are the questions that we’ll be answering in today’s blog post!

Client onboarding is the most crucial beginning phase to starting a project with a new client. It sets the tone for the working relationship and can make or break your project depending on how you handle it. If handled poorly, it can lead to your client having a bad experience with you, and it’s the client experience that determines whether or not you’ll receive positive testimonials, repeat business, and future referrals. (No pressure!)

After working with clients during both our time as separate businesses and even after we first became business partners, we know a thing or two about client onboarding and making sure the client feels comfortable and taken care of before, during, and after the project.

With that said, let’s dive into our ultimate guide to client onboarding, plus crafting an extraordinary client experience!

We preach often (probably entirely too often) about the importance of your client experience, but it’s one of the key defining factors between a client having a good time with you, referring you to others, and leaving a positive testimonial… Or not.

Mastering the art of providing an amazing experience for your clients is crucial to your reputation as a service provider. We know this sounds super scary, but it can actually be pretty dang easy. As long as you’re able to check in often, respond quickly, and provide important information, you’re already at an advantage.

One way of stepping off on the right foot with a new client is by sending a welcome packet. You may have also heard it called a welcome guide, onboarding guide, or onboarding packet. We’ve sent a welcome packet or two– or a million– during our years in business, and now we’re here to share 10 must-have details you should include in your client welcome packet!