Oct 31 2023 7 mins
Ever find yourself repeating the same information to clients? Sharing the same research, concepts, and advice? It can be time-consuming right? There are a number of ways that you can save yourself from having to repeat this and be more efficient with your time.
Identifying Common Questions and Concerns Start with identifying common questions and concerns. Make a list of the most common ones that your clients have. This will help you to develop educational materials and talking points that you can use to address these issues.
Creating Resources Once you have a list of common questions and concerns, you can start to create resources to address them. This could include handouts, fact sheets, videos, infographics, or even a dedicated page on your website.
Using Visual Aids Visual aids can be a great way to explain complex concepts to clients. They can also help clients to remember the information better. So don’t be afraid to use diagrams, charts, and other visual aids in your client consults.
Using Technology Tech can be a game-changer here. Use tools such as Canva, membership portals your email marketing service or a hidden page on your website to share these resources quickly and easily with your clients.
By following these tips, you can save time and be more efficient in your practice. This will allow you to spend more time on other important tasks, such as building relationships with your clients and helping them to achieve their goals.
Additional Tips • Be proactive. Don’t wait for clients to ask you questions. Anticipate their needs and provide them with information before they ask.• Use a team approach. If you have other professionals on your team, such as nurses or medical assistants, delegate tasks to them. This will free up your time to focus on more complex tasks.• It’s okay to repeat yourself sometimes. If a client does not seem to understand your instructions or if they have a lot of questions, it is better to repeat yourself than to risk the client making a mistake.
Ameeta Gangaram
FREE RESOURCE - www.holisticvision.com.au/analysis
7 Questions to Clarify Who You Want To Work With Guide: www.holisticvision.com.au
The Confusion to Clarity Guide: https://www.holisticvision.com.au/clarityworkbook
Holistic Vision Instagram: www.instagram.com/holisticvisionconsultancy
Ameeta Gangaram on LinkedIn: https://www.linkedin.com/in/ameetagangaram/
Holistic Vision website: www.holisticivision.com.au
YouTube Channel: https://www.youtube.com/@holisitcvision
Strategy call: https://calendly.com/holisticvision/20-min-intro-call
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