If you hire new customers for a project every time The project is the same time, so it may be time to start considering simplifying this part of the business. The complete customer entry process is the key to establishing lasting relationships, encouraging new customers, and saving a lot of time for you and your team.
Why to create a customer entry process
The successful customer entry process is very important for your business, there are several reasons:
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It sets expectations. The carefully designed process can help your customers understand how the project will complete, what they need, and when to find the status update. It can also help them feel more comfortable when working with you and your team.
It can save your company time. The standardization and automation work process will save time for you and your customers during the start of the project and the entire project period. When customers know what they will happen, their problems will be reduced, and they will not feel that the production status needs to be continuously inspected.
It increases the customer reservation rate. Your most reliable income comes from existing customers. When the customer hires your company for the first time, it is important to know what will happen, know how to access certain information, and feel support throughout the experience. A good initial experience will not only encourage your customers to continue to cooperate with you, but also help them become your main source of recommendation.
It increases the overall income. The more long -term customers you have, the lower your acquisition costs over time. If your current customers and their recommenders are busy, you don’t need to invest too much time or money on advertising. This makes your income higher and the marketing cost is lower.
Customer entry list
Before deciding how to build your customer entry process, please define the information you and your customers need. your company may need to include the list of projects when developing the work process. Your needs may be different, so please customize your own list at will.
Design your customer entry process
Since you have determined that you need What information is provided and received from customers, then you need to find the best way to transmit and maintain this information, and which systems should be established to achieve seamless and easy operation-Management experience.
Create customer screening and registration form
According to your business nature, you may not ask customers to pay the service fee in advance. You can let them fill in a questionnaire to determine whether their project scope or the services you provide meet the needs of customers.
Gravity Forms is an excellent tool for screening customers to create detailed forms. You can design a complex form containing the \”Save and Continue\” option so that users can save their progress and return to the form in the future. It also provides file upload options, so potential customers can upload files or photos to help clarify their project scope. For example, if you are drawing a custom watercolor painting, customers may need to upload photos of the house in order to quote them.
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At allowing customers to check the checkout out I will ask information about names and addresses before.
After you determine that the customer’s project is very suitable, you need to set up their account. If you need a customer to buy a product to start using your service, you can use the Gravity Forms product plug -in to include your entry questionnaire on the product page. If you need a customer to register on your website before paying the service fee , you can use the custom user registration field of WooCommerce to collect detailed information. All the data you collect will be provided to them on your client’s account page, and the information they submit will be included in their user information.
Simplify the checkout process
If you add additional table fields to the product or it takes a long time to register, you will want to be simpler and efficient at the checkout. Try to make your checkout simple and not disturbed, so that your customers will not feel frustrated. You can take some measures to simplify the process, including:
Eliminate interference. Eliminate navigation and sidebar small components so that your customers can focus on, and will not walk around to study other products. Use
Woocommerce single page to check out
. If you are a service -centric company, your customers may only buy only one product at a time. Provide them with the ability to check out directly on the product page can help you changeComplete sales and provide a better experience.
Provide a variety of payment methods. Let customers choose a convenient payment method. Using Woocommerce Payments, you can accept the payment of multiple currencies, and even provide popular methods such as Apple Pay, Giropay, and Sofort. Learn more information about optimizing the checkout.
Create a safe client portal Now your client has been registered on your website, you need to ensure that they can access everything they need, and they also have a thing The tool you provides the information required by the team. A safe client portal is a good way to save sensitive information in one place, and at the same time, it can safely access everything you need to work together.
Use tools and other tools such as woocommerce memberships and gravity forms. Let your customers manage their payment information, upload important documents, and fill in other forms and investigations. You can also restrict access to certain products, resources and content according to membership level.
This registry has a user character field, which contains options such as \”member\”
Define the user registration field, you can allocate membership roles for their customers and restrict access to certain content until they upgrade to paid membership products.
Subsulation makes payment easier
If you use Woocommerce member qualification as part of the client portal, you can combine it with WooCommerce subscription to enable the convenience functions such as automatic regular payment. This is especially useful for customers who may pay for your service every week or month.
Use woocommerce member qualification and subscription, you can:
Create creation Automatic payment plan
Provide free trial Let customers suspend their member qualifications Let customers upgrade or relegate their membership qualifications
Be as a customer upgrade or upgrade or upgrade or upgrade or upgrade or upgrade or upgrade or upgrade or upgrade or upgrade or upgrade or upgrade or upgrade or upgrade or upgrade or upgrade or upgrade or upgrade or upgrade or upgrade or upgrade or upgrade or upgrade or upgrade or upgrade or upgrade or upgrade it or During the downgrade service, allocate membership qualifications
Create a customer welcome package
Create a series of emails and documents to introduce your customers to cooperate with you. Introduction email may outline all the laws and financial information you need to get from the customer. You can also ask information about specific projects, such as brand guides or sending questionnaires that help further define the scope of the project. Or provide about your business hours, your collaboration tools you use with customers, how to access them, and other important information.
AutomateWoo can help you launch a welcome gift package to make the employment easy.除了如上所述发送标准系列电子邮件外，您还可以：
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: According to the content that the customer has purchased, it automatically send email to the customer. It is recommended that they may be interested in other services.
Send SMS notification : Send SMS notification to your customer after purchasing. Provide notification of card expiration : Remind customers that they have saved their account cards that are about to expire or debit card due to expiration. This can reduce the failure and additional customer service work.
Let your customers join the recommendation plan: Through encouragement recommendations, more customers get more customers with less marketing work. Recommended friends with AutomateWoo to provide rewards.
Once you join your customers, you can use these same tools and systems to encourage retention. Adding additional services to them, recommending new services to them when they are close to the project or membership period, and provide them with incentives to attract new customers in your way.
However, once your process is set and automated, this does not mean that you can relax. Although a good system can make your workflow more efficient, you need to improve it over time. Occasionally review your entry process and improve all aspects of its aspects based on customer feedback and your business changes. A successful entry process not only carefully planned at the beginning, but also continued to develop over time to serve your customers and your company.
If you use Woocommerce member qualification as part of the client portal, you can combine it with WooCommerce subscription to enable the convenience functions such as automatic regular payment. This is especially useful for customers who may pay for your service every week or month.
