Turn Clients Into Raving Fans In 3 Simple Steps With Trello

Nurturing current customers is easier, less expensive, and more effective than the process of acquiring new ones.

With that in mind, let’s talk about the art of client management.

We tend to concentrate more on lead generation than on enhancing the experience and happiness of our existing clients.

And while of course nurturing prospective clients is critical, you'll make an even bigger impact on your business by answering the question of how you can sure there’s a “happily ever after” once you and your client have committed to working together?

THE ART OF CLIENT MANAGEMENT

The way you manage your clients and your client’s work depends on the type of work you do for your clients and how you work with them.

Managing your project or package clients is a more complex arrangement than managing one-off, transactional offerings so let’s examine how you can manage those complex offerings.  

With that under your belt, you can always scale down your approach for your one-off transactional offerings.

WHO ARE THOSE PACKAGE OR PROJECT CLIENTS?

A package or project client is a long-term high-touch client.  She may have hired you for a multi-month coaching package, to create her website, or to edit her book.

THE KEY TO MAKING THIS RELATIONSHIP WORK

With this kind of client, you need to engage in consistent back-and-forth communication - whether that’s to deliver and check her homework, monitor her progress, or update her on the development of the project.

THE CHALLENGE

There is a lot of information that you’ll be exchanging. It’s imperative to create a container for that information so you don’t  overwhelm the client.

At the same time, you need to give her as much information as possible so that she can feel and see the progress that’s being made.

We know it’s a tall order! The good news is that there's a tool that can manage it with ease: Trello.

3 STEPS TO MANAGING CLIENTS LIKE A PRO WITH TRELLO

STEP 1: OUTLINE YOUR METHODOLOGY ON A TRELLO BOARD

How can you create a superior experience for your clients?

By ensuring one single thing is in place - structure.

Clients love it and don’t mind when you tell them what to do.

After all, they've hired you for your expertise. They need your direction.

Taking your clients through a series of steps that gets them the outcome they hired you to produce builds their confidence in you and conveys your expertise.

On the other hand, the clearer you are about your own procedures, the less you have to think about what should happen next and how it should happen.

You know what that means - you have more energy to do your high-quality work.

YOUR METHODOLOGY

Take the time to outline the way you work with your clients. It’s ok if there's room for improvement. Nothing is set in stone & you can always make changes.  

You need to outline your step-by-step process to see where tasks are becoming bottlenecks (in the case of projects) or where the clients need extra hand-holding (in the case of coaching packages).

Just like with your blogging process, visualize how the process flows and list the milestones you need to hit to deliver the promised results. Then translate those milestones into a series of lists on a Trello Board.

Here are a few examples of how participants in Natasha Vorompiova's program, Systematic Success, approached it:

ELENA KOZLIAKOVA:

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DANIELA PLATT:

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As you can, even though the individual Trello boards they've created share a basic structure, they're incredibly diverse, capturing the character and values of each person.

This is something that makes Trello perfect for visual types

STEP 2: PULL THE NECESSARY INFORMATION INTO TRELLO

Managing your clients is a breeze when you have all your important information about and for them in one easily accessible place.

The flow of the process that you created in the previous step will guide you to organize all this information in a logical and helpful way.

If you’ll be sharing the Trello board with the client, this is also what will help you ensure that you don’t overwhelm her—she’ll be able to easily find everything she needs in one easy accessible location.

WHAT KIND OF INFORMATION DO YOU ADD?

There are no hard and fast rules, but here is where we would suggest you start:

1. Reserve the 1st list of Trello board for logistical information 

This is where you would save items like questionnaire answers, copies of signed agreements, your welcome packet, and project/process timeline.*  

*On your sample board you can also have a card with draft documents (proposal, contract, welcome package) that you’ll be able to quickly access to personalize them for the new client. Don't forget to delete this card if you'll be sharing your Trello board with your client.

2. Use the 2nd list for any prep-work or client next actions 

This is the ideal place for any actions your client will need to complete right away.  It can be a list of things such as email templates and/or links to documents that you’ll be emailing her.  

Alternatively, if you'll be working in Trello together, it could be a list of cards with assignments including watching a quick video you recorded for her showing her around her Trello Board.

3. Use the next few lists to lay out the package milestones/project deliverables

In the case of coaching packages, this is where you will add all reading, audio, or video materials and worksheets or other homework assignments (they’ll go into the corresponding milestone list).  

In the case of projects, this is where you’ll list the deliverable(s) of each phase and specify the points where you’ll need the client to give you her feedback, so you could proceed further.  

4. Save the last list on the board for final activities 

In the final list you can tease a celebration and provide the client with information she might need to reference after the project is completed.  

In this list you can also have a card with the link to the feedback form or feedback questions.

Next time you get a new client, simply come to this Trello board template, copy it, title it with the name of the client, and you're good to go!

Quick tip courtesy of Natalie McGuire: 

Title your Board “zzName of Your Offering.”  

It will allow you to easily differentiate it from the rest of the boards. “Zz” in front of the name of your offering is not a typo. It ensures that the board gets pushed to the bottom of the list of your boards and reduces the chance of your overwriting it by accident.

STEP 3: DECIDE IF YOU’LL BE COLLABORATING WITH CLIENTS IN TRELLO

Should you, or shouldn't you collaborate with your clients in Trello?

Well, it really depends on the type of work you do and how you work with your clients.

IF YOU DECIDE NOT TO COLLABORATE

If you are a coach, you can choose.

The shorter your coaching packages, the less interaction between sessions you have. The less information you send your client, the less you need to work in Trello together.

In this case, you can still create a Trello Board for each client, but use it for internal purposes only.  

Or, you can create a single Board for all your clients. In the latter case, instead of creating a Client Board, you will be creating a Client List (notice the second list on the below screenshot.  That’s the sample list you would copy every time you get a new client).

Below is an example of how Natasha at Systems Rock organizes her clients:

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As discussed earlier, your sample Trello board (or sample list, if you manage your clients using the same board) will have the steps/milestones as well as checklists of the materials or sample messages you need to send the client.

When you get a new client, copy the sample board (or list). Rename it with the client’s name and start taking her through the process while checking off the materials you send her.

Quick tip.  Get into the habit of getting all information related to this client into Trello:

  • Forward her email responses with homework assignments into Trello
  • Record your notes after each session with the client by adding a new card with the date of the session
  • Add the Trello app to your mobile device to gain access to your Trello cards and Trello audio notes while you are on the go.

This eliminates the need for you to remember where you are with each client and makes your clients feel taken care of.

IF YOU DECIDE TO COLLABORATE

If your work is project-based, anything from creating websites to editing books, I recommend sharing your project board with the client. Invite them to work with you in Trello.

There are a number of reasons for this, the biggest one being that you'll have a project communication hub outside your email Inbox.

Avoid using your email inbox to exchange messages regarding your project at all costs!

With all of the emails both you and your client receive every day, the likelihood of an important piece of project info getting missed is high, which is the last thing you need.

Your client will appreciate having one place to go to find pertinent information, such as the deadline for when she needs to give you feedback.

INTRODUCING YOUR CLIENTS TO TRELLO

It might feel uncomfortable asking your clients to use Trello for your project, especially if they haven’t used it before. Just give it a try. As long as you assure your client that their data will only be shared with them and explain to them how to navigate their Trello Board, they won’t mind.

If you introduce them to it using the tips above, your clients are sure to fall in love with Trello pretty quickly.  

Using Trello will enable them to: 

  • See the scope of the project: Clients see the steps of the process laid out before them. That gives them confidence in you and your expertise.
  • Feel the ownership of the project: Clients see what they are responsible for and see how critical it is for them to complete their assignments on time. As a result your projects will be completed on time.
  • Know how the project is progressing: Clients have access to the project dashboard, which results in fewer emails (who wouldn’t want that!?).

THIS IS GREAT, BUT IT’S A LOT OF WORK...

Yes, completing these 3 steps requires time. But keep your eyes on the prize!  

Having this Trello template board will save you massive amounts of client management time and help create the kind of client experience that leads to a steady stream of rave reviews and referrals.

On top of that, you get better at servicing clients without adding much to your workload.

BACK TO YOU

Which suggestion above will be the most helpful in creating an efficient, pleasurable, and scalable client management process?