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Helping Your Customers Automate Their Systems

Helping your customers automate their systems

Instructions on how to help clients get the answers they need from you. Watch the Video!

  • Helping your customers automate their systems
  • Ways that can facilitate customer service: For example, an auto-response to your client’s or customer’s emails informing them that you return phone calls at a certain time, or that the best way to get hold of you is to send a text message to your cellphone
  • If you have a website and you have a specific form that you need all new customers to fill out, make that form available on the website.

Hi everybody; it’s Shauna, the Tax Goddess. Happy to be here for our Tuesday live Q&A event. Today, I want to talk about helping your clients automate their systems. As a business owner, especially if you are a small business owner, one of the things that can be a really serious problem for you is trying to make sure that you are getting back to all of your customers as quickly as possible. I think one of the biggest ways to be able to help your clients with that is to be able to give them instructions on how to help themselves in getting the answers they need from you. You wouldn’t want to send your customers off into the live universe of Google to find the solutions to all of their problems themselves. However, there are certainly ways that can facilitate customer service; for example, an auto-response to your client’s or customer’s emails informing them that you return phone calls at a certain time or that the best way to get hold of you is to send a text message to your cellphone and provide the number.

There are many different ways of helping your customers help themselves. For example, if you have a website and you have a specific form that you need all new customers to fill out, make that form available on the website. There are some great tools, such a JotForm, that can create a customized form. It can do pretty much anything you need it to do and that form, once filled out, can then be delivered directly to your inbox, Google Drive, and to all other places where you would like to see the form. Being able to help your customers help themselves is one of the best ways or one of the best things that you can do for yourself. Last week, we talked about being able to delegate and having someone to receive delegated tasks. That can be implemented in this situation as well. There are some fantastic voice answering services out there. One of which we absolutely love here at Tax Goddess is a company called Call Ruby.

Call Ruby does a really good job of presenting an amazing professional appearance for you and your company. They are excellent at answering calls, answering basic client questions: your location, fax number, telephone numbers, how to schedule a call/meeting with you, etc. Of course, when speaking of scheduling and automation, one of my personal absolute favorite tools (and if you are one of our clients, you probably have used it many times) is created by a company called TimeTrade. TimeTrade lets you have a link to a certain type of appointment that your clients can book with you. Whether that’s a 15-minute phone call, an hour-long visit to the client site, or whatever types of appointments that you normally hold with your clients; you can set those up in Time Trade, which will automatically sync with your Outlook and Gmail calendars.

As you guys know, I’m always out here trying to bring you some tips and tricks on how to make your business more efficient, which of course saves you and puts more money in your pocket. All of us do love saving money! Efficiency is always a good thing.

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