Listen: Hadi, Waco, China discussed on The Cam Roberts Business Marketing Podcast
"Now. The fifth y discovery business with cape infusion asian software to automate your on boarding process and so what happens is once you take a pilot from a customer and the very first time. What sort of system do you have that on board your clients or context. So what are you doing in your business that helps you mentioned context understand what the next steps up you know. What's the best practices says in using your business like if it's a repeat business like a gym or a swim school or yoga sander a pilates studio or an accounting firm or financial planning firm like you know what do you use. What expectations do you want to sit up front as you get a new client. What are the what other services. Do you want to shave with a new client that maybe i don't know about that's a really important thing to do. In the voting sequence and what i find works willing on boarding is if you can make a short video or even a couple of videos and it just you know and you can drip videos out of the waco to as a client comes on board and it just positions that wanted educates the client a little bit better. About who do you want what you do what other product of programs or services that you sell and it just frames up the relationship a whole lot better so the six widescale widescale your business with cape infusion soft is to make sure that you maintain your customers of rate sorry retain you'll customer awesome for longer and the way that you can use cape to retain your customers for longer is by using things like customer hub so cape done have have customer have built into this system but it's a grinding integration and one of the things i love about cape is that they integrate and when i say integrate just means i talk right so they integrate with a lot of other different pieces of software and one of those pieces of software that i'm a big fan of and i'm also a partner china with is something called customer now. Cape and customer hub are like brother and sister. They just go well together and they've actually being built for each other. I should say that around. The other customer hub has been built for cape. If you like okay so it specifically for cape uses and specifically play for infusion soft uses so kuzma hobbies a great tool and what customer hadi's it's a knowledge portal that allows you to put your best content and and have it guided if you like and so what do you mean by guided is it's password protected so what you can do you can retain your clients by empowering them with <hes> customer only content so don't content you put on a blog they've on woken read right you give it a guy it's guided it's password protected and and you can host it in this knowledge portal you can build it out with different sections and it's really really cool and it's just one of the things i love about keeping infusion soft is that all the integrations aggressions that they have to talk to other other software and this one is customer hub. It's a great example of how you can scowl your business but using kate by having a knowledge portal that continues to retain your customers by giving them guys over password protected personal as and customized content chain that empowers them and helps them achieve their goals now the seventh in a way that you can use fusion soft to schedule your the business and this is one of the one of the areas that doesn't get discussed enough super super important.."