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As a business owner for several years that worked independently, I relied on resources that would help uphold boundaries so that I could properly meet the client’s needs as well as set my company up for growth and opportunity.

I didn’t have a receptionist or a team at that time so I needed my online assets, documents, and client-facing items to reiterate my message so that they didn’t feel like they had any crazy surprises pop up. As business owners, we are aware of policies and procedures as we are most likely the ones who created them, but clients are busy and focused on their own tasks that often mold their own understanding of previous companies they have worked with and or this is their first time so they simply do not know the processes.

Creating these online assets, policies, and procedures also assists when you do grow into a larger company as well. The entire team will need to be on the same page, it creates consistency throughout the whole office so that everyone is under the same approach, not only for the team but for the clients.

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These structural items will become a key communication asset that will not only benefit you, but protect the integrity and dignity of your business at all seasons of growth.

So what does that look like without you feeling mean, forceful, or unpleasant to your ideal client? These are the top assets for client-facing that I feel will help create your message of structure to allow you to work with efficiency and delegate the expectations of your client.

• Policies
• Services/Pricing
• Contract
• Website
• Socials
• Newsletter

POLICIES: The Foundation for You and Your Clients

Policies are your foundation from the smallest of acknowledgments of your business to the largest. This sets the tone of what you are willing to do and what your client should expect. Keep your policies the foundation and do not waiver policies, and most of all–from a tremendous amount of experience– do not waiver policies for friends and family. Policies are reflective in the season of your business. I have professionally made a habit to update policies at the end of each year to implement in the new year. A certain situation could have educated me with experience to implement a new policy for the best results for all involved.

You want to make sure you implement the following when creating your policies:

• Easy to read. In the fast-paced information economy in which we live, people are pressed for time and will generally only read things that are relevant to them.
• They are issue-specific and service-specific.
• Easy to manage.
• Easy to implement.
• Easy to rely on in a court of law.

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SERVICES + PRICING: How to Price for an Ideal Client

Your services need to be as detailed in a client-comprehensive manner that reflects your policies. You want all verbiage to echo one another through the process of educating themselves about your company and if that service aligns with the policies you create along with the fee.

Should I have my fee online? My answer is yes, or close to approximation, for example, “Collections Starting at $500″… or Simply say your price. Always make sure you say on multiple areas on your policies that “Fees Can Change Accordingly to Your Specific requests”.

If you have constant inquiries and you are out of their price range, it’s a lot of manpower that goes to a client answering the inquiries that isn’t wanting to purchase. It also opens the door to possibly negotiating you down, which you should never do as your policies, pricing, and processes reflect the price you have implemented. Having pricing visible will weed out inquiries that don’t align with your ideal client.

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CONTRACTS: Keeping all Parties Accountable

When a client knows that contracts are involved there is a underlying professionalism that is identified. It means that you take their business seriously and you want them to take you seriously. I would always let the client know, this not only protects me but you as the client. This is a reference to terms agreed to as not all client’s requests, timelines, or

• The project’s scope.
• The cost and payment terms.
• The project’s time frame.
• Protection against lien law.
• Dispute resolution clauses.

WEBSITE: The Hub of all Your Assets

Website: I am a firm believer that your website is your foundation, the hub of all the assets of your business so the very first step is molding it to align with your ideal client. As many details you can have on your website it will truly save you so much time, the client’s time, and any potential client.

Your website needs to have your structural items viewable and easy to access.

Services, Policies, and Contact need to be easily gone through with language that can be quickly processed.

In this article according to Forbes reiterates this mindset saying;

NEWSLETTER: Direct Way to Connect Current + Updated Policies

A direct way to connect your current and updated policies that benefit all parties along with immediate helpful changes that implement all of the structures you put in place that better serve. Again I always recommend making these changes at the end of each year leading into the new year so mixed messaging doesn’t occur to create re-course but quick immediate like sudden changes in an upcoming event process, or hub of a service that clearly, in turn, serves the client.

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SAVING YOU TIME + INCREASING CUSTOMER SERVICE QUALITY

Many businesses get calls from prospects or existing customers asking simple questions about location and hours of operation. If you miss a call, the customer is left unhappy. Calls can also distract your staff from focusing on the most important parts of your business. A website can reduce these calls and increase internal productivity. At the same time, it helps customers find useful information without needing to call, which ultimately provides an all-around better user experience.

UPDATES AND ANNOUNCEMENTS

Since your website is on 24/7, it’s easy to post updates and announcements to your customers. It’s a way to keep them up to date on everything that you’re doing. When something is particularly relevant to them, it increases the chance of you being able to upsell them.

SOCIALS: A Reflection of Your Brand Values

Socials: Should be a reflection of you and your company’s values. Why? Your online outlets are the additional avenues used to communicate your message and services.

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You often hear the term consistency is key. I always laugh when people use these terms to help business owners. Okay cool, be consistent, but with what and how?

To mold your ideal client you must be consistent with your messaging, the times you show up, and the way in which you show up with your authenticity. This also bleeds in the policies and services you offer using your call to action approach leading them back to more details of your company or topic from your socials that can be found on your website. If you randomly spout out your policies it can become inauthentic or a rant, but developing a marketing strategy through content can lead them to water throughout the content you are displaying on a regularly timed basis in a friendship resourceful approach.

AD Media Group’s Services allow you to sustain growth while sustaining the consistency and structure that help you set forth the boundaries. This allows you to “have it all” or what we call a healthy lifestyle with your monetized Marketing strategy. Which is THE dream, might I add!

SHOP THE POST

As always, finding affordable and stylish pieces that reflect you is difficult! I have been searching high and low to find additional summer workwear items to perfect my summer wardrobe. Amazon has been my GO-TO to find affordable, stylish pieces that end up on my doorstep in two days. Who doesn’t love that?!

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As always, I hope these insights help guide you in your entrepreneurial journey. Not only will implementing these practices assist in the long term trajectory of your business, but instill appropriate boundaries so you can serve your clients the best way. For more business insights and entrepreneur helpful tips, be sure to SUBSCRIBE to my newsletter for these updates straight to your inbox and see some of my favorite blog posts below.

How To Create an Influencer Campaign for Your Business

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All opinions are that of my own, All Images are owned and copyright property of Audrie Dollins. All Images are captured for Samantha Rey Blog by Audrie Dollins.