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Client experience tips to save time & wow your clients
In this episode, Health Coach Nation Podcast Host Hailey Rowe chats with Amy Gould, a certified Dubsado Specialist and HoneyBook educator, about how to create a seamless, automated client experience that still feels personal. Amy shares her top do’s and don’ts when it comes to onboarding clients, elevating service delivery, and avoiding the common mistakes that make running a business more difficult than it needs to be.
By listening to this episode, you’ll learn how to use automation to your advantage, streamline your client workflows, and deliver a memorable experience from start to finish—without sacrificing the human touch.
In this podcast episode about client experience, you’ll learn…
- Client Experience Automation Do’s and Don’ts
- How to save time when it comes to onboarding clients & the client experience… without sacrificing personalization
- The number one way coaches & service providers are making their business more chaotic than necessary
- Amy Gould’s suggestions to elevate your client experience
Quotes from the client experience episode
- “Well, and if it’s not automated, or it’s not a system, it’s very easy to forget little parts, or miss something, or, you know, that kind of thing.” -Hailey Rowe
- “I always like to include some kind of resource that’s going to help them make a more informed decision, or be more excited about working with you, so that could be a freebie that you’ve already put together for your coaching business, or things you should know before hiring a coach, or an article that you’ve written. Anything that is going to help them see why they should hire you as a coach. That’s going to keep them engaged with you. Build more interest. Build that know, like and trust factor. I don’t know how many of those email forms I’ve filled out online, and heard nothing back for days and wondered if the email even if the person even got my contact information.” -Amy Gould
About Amy Gould
Amy Gould pivoted from a career in HR to launching a successful business during the COVID-19 pandemic.
Initially starting as a Virtual Assistant, Amy discovered that she really loved helping creative entrepreneurs create and automate an incredible client experience so they could make more and WOW clients while working less.
As a certified Dubsado Specialist and HoneyBook educator, Amy loves educating all about ways to use technology in business while keeping it approachable and easy to implement.
She’s not just a CRM nerd. Her current tech knowledge also includes Zapier, Make, ClickUp, ConvertKit, and ManyChat to name a few.
Residing in a charming beach town in western Michigan, Amy balances her professional endeavors with a bustling home life, shared with her fiance, five cats, and two dogs.
Links & Resources
- The 5 Automations You Need to Work Less, Book More Clients & Get More Referrals
- Amy’s Website (USE SPECIAL REFERRAL CODE HAILEYROWE)
- Amy’s Instagram
- Amy’s YouTube
- Time Management System You Can Stick With & What to do When Overwhelmed
- Strategic Planning For Health Coaches to Increase Revenue & Impact With Teri Clanton
Disclaimer
The advice given on this episode does not qualify as financial, medical, health, legal, or investing advice. Make choices at your own risk.
