5 ways to improve your client process

5 Ways To Improve Your Client Process

Date: Apr 1, 2022

5 ways to improve your client process

Ok, truth time… It just isn’t enough to have a great product or service, or to be the best at whatever it is that you do… It’s about taking your client by the hand and wowing ‘em with a slick and nurturing experience, from start to finish ✨ Your client process is what differentiates you from your competitors and keeps your clients coming back for more.

So which part of your current client process should you polish to keep those referrals and testimonials rollin’ in? 


Automating your funnels and client process is gonna give you so much more time to get sh*t done. From purchase confirmations to email sequences, automation creates key touchpoints for your clients, making sure they know what’s happening, without taking hours out of your day.

Pro tip: Don’t forget to bake in real-time, touchpoints along the way, yes it takes a little more time but it ensures your people feel supported by actual humans. When someone has just invested their money in you, they want to feel appreciated, even in some small way.  


A great brand is aspirational and at the same time, accessible – with a bit of work. It’s almost a mirror for your ideal clients, a mirror that reflects a vision of themselves in the near future, of who they want to be and of where they want to go.

‘An aspirational brand is just ONE step ahead of their customer’ – Sophia Amoruso

From your copy to your visuals and within every client interaction, it’s gotta *speak* to your target audience and make them feel seen. 


Actions always speak louder than words. It’s all well and good having impressive experience and skills, but do you keep to your word? Have you achieved what you set out to do? Being organised and efficient have a huge impact on the overall client experience. Don’t feel bad if your efficiency leaves a lot to be desired in the beginning, this takes time and experience to perfect, you can’t refine things until you’ve been through it a few times.


Over-communicate everything, all the time. It’s far better to under-promise and over-deliver. Can’t meet a deadline? Drop your client an email to explain the situation. Need to make more amends than anticipated? Let them know. Nine times out of ten, extended deadlines aren’t an issue – you just need to keep your client in the loop! 

UX design

UX is all about making your design user-friendly and fit for purpose. Can your clients find the information they’re looking for quickly and easily? Is it organised? Is it mobile optimised? Does it load properly? Can it be viewed on different devices? If the mention of UX design makes your head spin and if you’re honest Are you right at the beginning of your entrepreneurial journey? If so, we have premium, designer-made Showit website templates that get you launched in days (not weeks or months)! Are you a little further on in your journey or want to make progress fast? Well, we have semi-custom and custom packages too! 

It goes without saying that this is all a continuous process of iteration and refinement and absolutely no one has it all figured out from the get-go. To help make sure it’s a priority you could schedule quarterly reviews, take some time either on your own or with your team to go through everything with a fine-toothed comb, and look at which areas can be improved. I also find it helpful to keep a running list of ‘sticky spots’ – moments in a project or process that perhaps felt confusing or unclear or didn’t run as smoothly as we’d like, this way nothing gets forgotten and then when it’s time to work on things you can easily sort through everything and focus on the things that will have the most impact.

So, which area will you be focusing on next to improve your client process? Hit the chat in the bottom right-hand corner of the screen and let us know!

Leave a Reply

Your email address will not be published. Required fields are marked *


A step by step guide to switching from Flothemes to Showit

The recent announcement of Flothemes’ closure, and let’s be real, the not-so-great way they handled it all, has sent ripples through the digital community. For the designers and agencies that have built their businesses around offering websites built on Flothemes, this has serious ramifications and to not give more notice or offer more support is […]

Stuck in a content creation rut? Here are 5 tips to get you back in the groover

Look, we’ve all been there—staring at a blank screen, the cursor blinking back at us, maddeningly. 😒 Especially after taking some well-deserved time off, jumping back into the content creation game can feel like trying to start a car that’s been sitting in a cold garage all winter. So, if you’re feeling a bit “meh” […]

Get ready to celebrate your launch with 5 Actionable Tips to Get Your Website Ready for Launch

If you’ve been procrastinating on launching your website, now is the time to take action. Your website isn’t just a digital business card or a vanity project; it’s a powerful tool that can drive revenue, build your community, and establish your brand. Here are five actionable website launch tips to get your site off the […]

How to spot nightmare clients

Jumping in here today to talk about something that, we believe, is pretttty important if you run your own business (or would like to) and that is… Nightmare clients. Nightmare clients – how to spot them (and then actually do something about them.) Sometimes, your financial situation dictates whether or not you take on a […]