Create Complex Forms To Serve And Support Customers
Beyond simple contact forms, consider adding more advanced forms to streamline customer onboarding and support. For example, intake questionnaires, project briefs, or service request forms can collect detailed information upfront, saving you time later. Use conditional logic (showing or hiding fields based on answers) to make forms user-friendly. Just be sure to secure any personal data you collect, especially if you handle sensitive information.
Include Payment Options For Best Customer Experience
Make it as easy as possible for clients to pay you. In addition to credit cards, consider offering ACH transfers (which have lower fees), subscriptions, and buy-now-pay-later options. Clear, convenient payment choices reduce friction and help you get paid faster. Many website platforms and invoicing tools now offer embedded payment forms you can customize to fit your workflow.
Integrate Booking For Customer Convenience
Whether you’re a consultant scheduling Zoom calls or a service business booking onsite visits, integrating a booking tool on your website streamlines the process. Platforms like Calendly, Acuity, or Setmore allow clients to choose times that work for them-and can even collect deposits or payments at booking. Make sure your booking system syncs with your calendar so nothing slips through the cracks.
What Systems And Data Can Be Automated?
Think about where you spend time manually copying information between tools-like re-entering leads into your CRM or updating spreadsheets. Most modern platforms can connect via integrations or tools like Zapier to automate repetitive tasks. For example, form submissions can create CRM contacts automatically, trigger email sequences, or start workflows. Mapping out and automating these steps saves hours and reduces errors.
Establish A Business Phone Number Even If You Are A Solo Business Owner
Using your personal cell phone for business creates limitations and can hurt your credibility. Consider setting up a dedicated business phone line, even if you’re the only employee. Virtual phone services can forward calls, offer voicemail transcription, and create a professional greeting. Plus, you’ll be able to transfer calls to others as your team grows or route calls to an answering service when you’re away.