23 Ideas for Better Client Communication, Client Experience & Client Testimonials

When you think about it, client communication, the experience, and testimonials are the holy trifecta of an amazing service-based business. They also work as a kind of cycle– great client communication leads to a great experience, which leads to even greater testimonials when it’s all said and done!

We’ve had our fair share of not only working with clients but also helping other service providers work with their clients. In doing so, we’ve learned a myriad of ways to improve that client cycle. So today, we’ll be sharing our 23 ideas for better client communication, client experience, and client testimonials!

We’re so excited to dive into this list! These are hands-down the top strategies that we’ve seen to make all the difference in how clients feel about working with service providers (because at the end of the day, it’s truly all about their feelings).

Create a signature in Gmail (or whatever email service you use) that includes average response times and office hours.

1. State your preferred methods of communication and office hours in your lead capture form.

2. Use Dubsado’s scheduler so clients can book more easily and your process will be smoother.

3. Use canned emails or email templates so you can respond quicker and easier.

4. Create an out-of-office auto-responder to let clients or prospects know that you aren’t ignoring their emails.

5. Create a services and pricing guide to clearly lay out information about working with you to prospects.

6. Use Dubsado to build your packages that can be easily inserted into a proposal.

7. Write a blog post answering your biggest potential clients’ FAQs.

8. Share about your process of working with a client on your social media by showcasing behind-the-scenes and step-by-steps.

9. Use a client intake form to make discovery calls run more smoothly.

10. Create a welcome packet or client homework checklist.

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12. Send hand-written welcome and thank you cards.

13. Create an onboarding guide, so new clients will know what to expect.

14. Create Dubsado automated workflows to streamline your admin tasks.

15. Set reasonable and healthy boundaries with your clients.

16. Use Dubsado sub-agreements to send proofs and get approvals.

17. Learn how to have difficult conversations and handle conflicts.

18. Know when you need to fire a client, before it disrupts others client experience. 

19. Create a private podcast feed for clients.

20. Create a results presentation to showcase progress and/or end results.

21. Create a referral process that rewards your existing clients and incentivizes them to spread the word.

22. Create an offboarding guide to make sure everything is wrapped up.

23. Showcase client case studies and testimonials on social media.

And there you have it! Those were our top 23 ideas for better client communication, client experience, and client testimonials. We truly hope these helped or gave you even more ideas for how you can revamp your client process. When you put a little more effort into how your clients feel about working with you, they’re happier and more likely to refer you to others. Now, go try out a few of these tips!

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The Art of Creating a Client Concierge Experience

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