PROFESSIONAL SERVICES CHECKLISTS

Team, Increase Profits, Leadership

5 Types of Checklists for Professional Services

Professional Services Businesses like Accounting, Legal Support, and Consulting often deal in abstract activities. When you are selling the invisible it is more likely that something will get missed. Even a contract or proposal has room for errors and omission. This is where checklists come in.

• Marketing - without a product to show and tell the marketing needs to be created often in print or digital form. Having the following checklists can help the service provider ensure consistency in their marketing.

- Calendars

- Key Benefits

- Editing

- Distribution Methods

• Selling - Presenting your business and personal knowledge in the best light is critical to creating the confidence a prospect needs to make that decision to hire you. A checklist can ensure you hit the key opportunities with each prospect so all of your services can be presented.
• Client Services - Providing superior service to a client in the areas of accounting, legal advice, and business consulting is often dependent on the quality of the client. Providing the client with a checklist of the materials you need will increase the likelihood that the material is provided, improve the timeliness, and provide supporting materials should a future dispute develop.
• Staff Performance - As your business grows to a team size greater than 1 it is important that your staff performs at the same level you do. Provide them with a checklist to make sure they engage the prospects and clients in a consistent manner
• Client Management - Providing clients their own checklists to use daily, weekly, or monthly can help keep them on track between engagements. Ultimately saving you time and improving your performance levels.  Another area is in the annual calendar. Keeping you and the client on the same page on future activities reduces confusion and frustration.

 Which of these areas will help your business the most?

To learn more about Home & Personal Services Checklists and other concepts to build your business, book a call with Coach John.

CATEGORIES

Owner Interviews

Marketing

Selling

Time Management

Leadership & Self Management

Financial Knowledge

Increase Profits

Team & Culture