I hope everyone had a great Thanksgiving, and you are re-energized heading into the holiday season. I hate to be a Debi-Downer, but this was the last holiday until Christmas – a long haul! Are you ready for it?
Last week I mentioned Small Business Month – oddly, there doesn’t seem to be as many events happening this year to celebrate the month (there are still quite a few). For us it is planning time for A) to end the year strong; B) Holiday promotions for our clients; and C) planning for a strong new year. We look at what we did and didn’t do, what worked, what didn’t, what mistakes we made and how we are going to correct them for the upcoming year, the market, our clients and so much more…
When was the last time you took a good hard look at your business? This is something you should do on an annual basis, and sometimes more often if the market changes, or something happens in your industry that shifts perception, or why your customers buy…
So we put together a 7 session course to help you plan for a strong 2025. It is 7 sessions over 7 weeks of intense processes and learning – the exact process we go through with our clients in the Foundational 6 Architecture.. The course starts November 7th – register today and be set to implement what you learn. The course is filled with forms, instructions and examples!
This week we explore the Small Business Pain Point #3 – managing customer expectations as well as onboarding. How many times have you discovered what your customer thinks they purchased is different than what you quoted, or they have unrealistic time-lines for example? Learn what you can do about it below…
Bingo anyone? Week 4 of Constant Contact’s "Ready, Set, Send" challenge, is a great read with actionable items this week. I also have an article on collaborating on Instagram.
And finally, we are starting the planning process for Connectfest Niagara 2025(the link takes you to 2024 as a reminder) – I would love to hear your thoughts on the type of speakers and content you would like to see at the event. Send me a message.
Enjoy! Have a great day, and if you have a question or comment - email me!
Debi Katsmar
B2B Growth Accelerator: Business Optimization for Sustainable Growth
This comprehensive 7-session course offers a deep dive into the essential pillars that every B2B business needs for long-term success.
One of the most common challenges for B2B businesses is managing customer expectations, especially during long sales cycles. Without proper communication and systems in place, it’s easy for misunderstandings to arise, leading to frustration on both sides. A strong onboarding system, paired with efficient project management, can make all the difference in ensuring that clients feel informed and valued throughout the process.
A well-designed onboarding process sets the tone for your client relationship from day one. By outlining the project’s scope, timelines, and key milestones early on, you create a clear roadmap that everyone can follow. This is where project management tools, like Zoho Projects, Sprints, Connect, Monday.com, Motion.io or Trello, come into play. They allow you to track progress, assign tasks, and keep clients in the loop without overwhelming them. Combining this with a CRM system like Zoho CRM ensures that every touchpoint with the client is organized and nothing falls through the cracks.
Ultimately, clear expectations start with proactive communication. A strong onboarding system not only keeps your projects on track but also reinforces trust with your clients. Even simple steps like sharing timelines, deliverables, and regularly updating them on progress will go a long way toward fostering positive client relationships.
Reach out to learn more about creating an onboarding system for your business.
YOUR WEEKLY INSPIRATION
The thankful receiver bears a
plentiful harvest.
TUESDAY MARKETING TIP
Run A/B Tests
Test different versions of your emails, ads, and landing pages to see which performs better.
LEARNING - Week 4 of 6
Ready Set Send Challenge Week 4: Multi-channel Campaign Creation
For those of you who missed Week 2, allow me to reintroduce myself! I'm Aaron Wesley Means, founder of ACTIVATE Business Solutions, based in Asheville, NC. ACTIVATE has served clients of all shapes and sizes from local to national for 12+ years, has trained thousands of businesses through seminars, ...
Instagram Reels Tips & Tricks: Close Friends, Music Collabs, Templates and More
Elevate your Instagram Reels with these tips and tricks. Learn how to share with Close Friends, collaborate with friends, using captions, music and more.
Your website is the hub of your marketing - is it a Silent Seller or Just Silent? It should be generating leads for you. If it isn't - Book a call or meeting - we would be happy to have a conversation!
And that's all she wrote folks! I hope you received valuable information in this issue, please feel free to share with a friend or colleague.
Check out our marketing resources, and some of the websites we've built for our clients. Call us any time - we're always happy to help.
Not sure what you need? Book a consultation with one of our team? We'll provide valuable information throughout the strategy session to guide you on the right path... Don't worry, we won't sell unless you ask! Book a consultation today!
