September 15, 2023

224: Create a See You Soon Kit for Clients — Jacq’s Favorite Time-Saving System

12 minutes

Do you already have an elegant way of wrapping up with clients? If you work with people one-on-one, it's important to systematize business values that you say are important to you, like surprise and delight, or giving clients a red carpet experience from start to finish.

Many of us have thought more about that on the front end than when we're actually closing out with a client—that's why I'm super excited to bring you this listener submission episode from previous guest and BFF, Jacqueline Fisch.

🌟 5 Key Takeaways

Share a few sentiments about working together: What you accomplished, any encouraging words or celebratory notes.

Ask for feedback via short survey: then turn that into a testimonial for them.

Ask for referrals: “If I could fill my roster with more clients like you, I’d be over the moon!” Draft the referral email for them.

Suggest ways to continue their momentum: Ideally by suggesting two or three options to continue working with you.

Keep in touch! Share social links, and ask them to connect with you there and in your newsletter (if they aren’t already subscribed)

📝 Permission

Ask directly for referrals and feedback, in an elegantly streamlined and systematized way.

✅ Do (or Delegate) This Next

Create your own See You Soon kit and feedback survey for when you wrap-up with clients. Want a head start? Check out Jacq’s Intuitive Client Service Bundle.

🔗 Resources Mentioned

Templates: Jacq’s Intuitive Client Service Bundle

Community: Join us in BFF!

Service: Sugar Wish

📚 Books Mentioned

Jacq’s Intuitive Writing: The Remedy for Writer's Block and the Secret to Authentic Communication

The Referral Engine

Free Time: Lose the Busywork, Love Your Business

Pivot: The Only Move That Matters Is Your Next One

Life After College

🎧 Related Episodes

Free Time: 179: Video-Free Business and Intuitive Writing with Jacqueline Fisch, 183: Letting Go of Productivity Guilt with Madeleine Dore, 120: Transform Your To-Do List into a Results List — Leanne’s Favorite Time-Saving System

Pivot: 70: Build a Referral Engine with John Jantsch, 45: Post-Launch Pivot Point + Visit From the Furry Rest Monster

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By Jenny Blake

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