Cooking Up Consistency: A Recipe for Systematizing and Standardizing Your Client Journey

In the world of business, just like in the kitchen or within the pages of a good book, creating a consistent and delightful experience is an art form. Imagine serving a dish without following a recipe or reading a story without a coherent plot – it would be chaotic and lackluster (much like reading one of those free self-published books you find on Amazon). The same principle applies to your client's journey. Every interaction with your clients should be a well-prepared, flavorsome dish or a captivating chapter, leaving them with a satisfied palate or eager anticipation for the next page.

Savoring the Essence of Consistency

In the grand banquet of business, where client experiences unfold like chapters in a novel, consistency is the secret ingredient. Just as a chef ensures each dish reflects their culinary expertise and an author crafts a compelling story with consistent themes, your business should offer a predictable and delightful journey.

Why Does it Matter?

The client journey is your literary masterpiece, and each chapter should leave a lasting impression. Consistency in messaging, service quality, and attention to detail is what transforms your business into a well-loved classic. Picture this: a reader picks up your book, and no matter which chapter they dive into, the writing style, tone, and narrative are consistently excellent. That's the kind of experience you want your clients to have – a journey that keeps them hooked from the introduction to the grand finale.

Unraveling the Plot: The Importance of standardising

Now, let's talk about systematising. Think of it as creating a cookbook for your business, ensuring that each recipe is executed to perfection every single time. standardising involves providing clear and consistent messaging, excellent service, and attention to detail across all your services. It's about alleviating the feeling of overwhelm that comes with creating a unique process for each service, even the bespoke ones.

Where to Begin? Templates Are Your Recipe Cards

In the realm of culinary arts or literary creation, a master has their go-to recipes or writing styles. Similarly, templates become your recipe cards for business. Whether it's emails, proposals, or processes managing different project stages, templates cover a myriad of services and offerings. Your lead and booking processes might follow a similar recipe across all services, but onboarding is where the flavor starts to vary. Map out each process, customize where needed, and watch as your business cookbook becomes a treasure trove of consistently delightful interactions.

Creating Your Client Culinary Hub

Even if you don’t utilize a CRM to do the heavy lifting for you, creating a Client Hub inside your preferred project management system (such as Trello, Asana, or MeisterTask) can help keep track of where your customers are in the pipeline and the project status. Just like a chef organizes their kitchen for seamless cooking, a well-organized hub ensures that your clients move smoothly through each stage of their journey.

Reminders – Your Sous Chef in Business

In the world of culinary arts or literature, staying organized is key. Imagine having a sous chef who not only reminds you of the next step in your recipe but also suggests the right ingredients. In the business realm, automated reminders play a similar role. Kayla, for instance, automated 85% of her client journey, leaving only the finishing touches that come with automated reminders. These reminders don't just keep you on track; they guide you on which templates to use and when customization is needed.

The Grand Finale: A Consistently Delicious Client Experience

Just as a master chef orchestrates a seamless dining experience, your business should deliver a consistently awesome client journey. Systematising and standardising your processes ensure that each client interaction is a harmonious symphony of excellence. So, why dance in the chaos of creating a new journey from scratch each time? Whip up a masterpiece that delights your clients every time they savor your services.

If you're ready to transform your business cookbook and savor the joy of providing a kick-ass client journey every single time, I’ve got your back. If you are ready to consider booking a Dubsado Total Touch, book a chat today.

If a CRM isn’t on your horizon just yet, there’s still so much action you can take. Head on over to the Onboarding Optimiser to find out how. Let's turn your business into a culinary masterpiece – consistently delightful, every step of the way.