062 | Keeping Track of Who Purchased Your One On One Coaching During A Flash Sale

2024-03-20

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After selling your services, how do you keep track of what needs to be onboarded and fulfilled? Do you have a good system to onboard new coaching client? Does that system work well, if at anytime you decide to have a sale for a quick cash injection into your online small business? Because if your cash injection all goes well you’ll have a number of new clients to onboard, right. Here are some strategies and tools for that effective lead in client management, especially for coaches just starting out that may not h...

Here are some strategies and tools for that effective lead in client management, especially for coaches just starting out that may not have a lot of systems in place.

Let's begin with lead management for tracking those open orders.

Having a system in place is the first essential step.

You can use a simple spreadsheet or a CRM tool like HoneyBook to keep everything in check.

For those just starting a spreadsheet, Google sheets might seem basic, but it's incredibly effective.

A customer relationship management tool, such as HoneyBook, helps you manage leads and your client interactions. It's an all in one solution that grows with your business, so you don't need to switch systems later on.

You could also use a project management tool to track these open orders, so you create a task for each service request or new one-on-one coaching client, assign them to a team member, set deadlines and track that the overall process.

Regardless of which method you choose, it is important to establish a system to keep track of those orders.

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LINKS:

Link to the blog post: https://misstask.com/tracking-open-orders/

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