Why My Clients Keep Coming Back: The Secret Behind My Business Systems

If you’re a service-based provider looking to build lasting client relationships, you’re in the right place!

Today, I’m breaking down the secrets behind my business systems that not only impress but also keep clients returning time and time again.

CLIENT MESSAGES THAT MAKE ME TEARY-EYED 🥹

From onboarding to project management to feedback loops, every part of my process is designed to deliver an exceptional client experience. Here’s a deep dive into the magic.

Client Onboarding: The First Impression

Setting the Right Tone

First impressions matter, y'all. The way you kick off a client relationship sets the tone for everything that follows. My onboarding system is all about making clients feel welcomed, informed, and excited to work with me. I have a 95% automated onboarding workflow where my clients are smoothly guided to their next steps!

The Welcome Packet

A juicy welcome packet is at the heart of my onboarding process. It includes everything clients need to know about working with me—from my working hours to what they can expect during our collaboration.

Pro Tip: My New Client Welcome Packet Template is designed to make this process a breeze. It’s customizable, easy to use, and ensures you make a shiny first impression every time. No more awkward ass client kickoffs that feel more cringey than welcoming. We’re here to impress clients from day one!

Project Management: Keeping Thangs on Track


Staying Organized

When you’re juggling multiple projects, staying organized is non-negotiable. I use project management tools like Notion to keep EVERYTHING on track. Where would I be without my Notion planner and client portal?! Whew! These tools help me break down projects into manageable tasks, set deadlines, and collaborate with clients seamlessly.

Consistent Communication

Regular updates are a must. Clients should never have to wonder about the status of their project. Automated reminders and check-ins keep everyone in the loop and ensure that projects stay on schedule. Again, automation babyyyy! It’s key for us squiggly brain, multi-passionate biz owners to keep track.

Why It Works

These systems not only keep me organized but also build trust with my clients. They appreciate the transparency and the fact that they can see progress in real-time. This kind of reliability is why they keep coming back.

Automated Communication: Keeping Clients in the Loopy Loop

The F*cking Power of Automation

Automation is a lifesaver. I cannot talk about this enough… okay okay, I lied.. I can!! It ensures that clients receive timely updates without me having to manually send each message. Email sequences, automated reminders, and chatbots keep the communication flowing smoothly.

Tools of the Trade

Platforms like Honeybook help me set up automated email sequences that nurture client relationships!

Personalized Touches

Don’t get it twisted now, even though automation handles the heavy lifting, I still make sure to add personalized touches. Tailored emails and check-ins show clients that they’re more than just another project on my list—they’re valued partners.

The Badass Bundle You Need to Streamline Your Client Onboarding Process

Everything you need to confidently guide your clients through each stage of the onboarding journey ✨

Feedback Loops: Continuous Improvement

The Value of Feedback

Feedback is gold. It helps me understand what’s working, what’s not, and how I can improve. I actively seek feedback from my clients at various stages of our collaboration.

How I Gather Feedback

  • Questionnaire: I send out a quick n’ dirty 4-question testimonials at the end of projects.

  • Follow-Up Emails: Personalized emails asking for detailed feedback on their experience.

  • Revision Document: Instead of receiving an email of their thoughts, I’ve created a templated Client Revision Document for them to input their requests smoothly in an organized way.

Acting on Feedback

Collecting feedback is just the first step. The real magic happens when you act on it. I make necessary adjustments to my processes based on client feedback, showing them that their opinions matter and that I’m committed to continuous improvement.

Creating a Memorable Client Experience

Consistency is Key

Consistency builds trust. Clients know that they can expect the same high level of service every time they work with me. This reliability is a huge factor in why they keep coming back.

Building Strong Relationships

Beyond just delivering great work, it’s about building wholehearted relationships. I take the time to get to know my clients, understand their needs, and make them feel appreciated, seen and heard.

To streamline your own processes and create an exceptional client experience, check out my Onboard Client’s With Ease Bundle. Think of it as your secret weapon for making an engaging first impression and putting your clients' minds at ease. If you're new to the game or a seasoned biz owner, this bundle will help you kick off projects with ease and professionalism!

Final Thoughts

Creating effective business systems is the secret to providing an exceptional client experience. By setting clear expectations, staying organized, maintaining regular communication, and continuously seeking feedback, you can build strong, lasting relationships with your clients.

Go ahead love, implement these systems, and watch your business thrive!!

Don’t forget To Grab the Bundle! You Need to Streamline Your Client Onboarding Process

I've been exactly where you are – juggling client onboarding, trying to impress potential clients, and sometimes, feeling a bit overwhelmed with it all. Trust me, I get it. That's why I poured my heart and soul into creating this bundle. It's not just a collection of templates; it's a reflection of my own journey and the lessons I've learned along the way. 🫶🏽

With these strategies and tools in hand, you’re well on your way to creating a business that not only attracts clients but keeps them coming back for more!

MEET THE BLOGGER

Heyyy there, I’m Lauren Crawford!

I’m an expert at creative entrepreneurship, the woo-woo grounded girly when it comes to the releasing heart-centered offerings and my obsession is teaching other creatives LIKE YOU how to make a living doing what they f*cking love (without sacrificing your authenticity). 

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How to Improve Your Client Onboarding Experience (for Service-Based Providers)