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How to Organize Your Best Tailgating Season Yet

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How to Organize Your Best Tailgating Season Yet

It’s that time of year again — the weather is cooling down, and leaves are starting to change colors. Fall is here, and you know what that means? Football. And what better way to enjoy the sport than hosting the best tailgating party ever?

You might think hosting a tailgate party is easy. All you have to do is show up and eat, right?

Not necessarily. A great deal goes into throwing a tailgating party, and it’s essential to be organized. In this article, we list six tips to help you plan an unforgettable tailgating party this fall.

1. Pick a date.

The earlier you start planning your tailgate party, the easier it’ll be. Remember, you’re dealing with other people and need to give them enough notice to plan accordingly. You also want to make sure you have enough time to organize everything. From what foods to make to what decorations, you must have a plan in place before diving right in.

A good rule of thumb is to start planning your party about eight weeks before the event.

So, first things first, pull up your calendar and find a time that works for you. Luckily, tailgating season is several weeks long, so you can pick and choose what game day you want for your party. Or maybe you want to host the tailgate every game day? Then you really want to start planning early.

Once you have the date, figure out who you want to attend your party. Some people prefer creating a guest list first, so they can work with other attendees on finding the perfect date. However, if you prefer this method, ensure you aren’t relying too heavily on other people’s opinions. After all, you’re hosting the tailgate and should have the final say on when it’s held.

2. Get the tickets.

Buying your game day tickets is crucial to preparing for tailgate season. After all, it’s not a tailgate without a football game.

So to ensure you and your friends get good seats together, start looking for tickets early. This is especially true if you’re trying to attend a post-season game. Those are known to sell out fairly quickly.

You also want to take into account who’s playing. For example, some teams have a large fanbase, which could cause an increase in ticket prices and the speed at which they sell out.

There are a few tips you should know when shopping for tickets. For one, look at afternoon games rather than night games as they tend to be more expensive. You also want to look at third-party websites, like Stubhub, as those tickets can be cheaper.

A lot of people recommend waiting until the last minute to buy tickets. While tickets can drop in price the closer it gets to the game, the seat choice will be limited. So if you want great seats, start looking earlier rather than later.

3. Send out invitations.

If you’re hosting a tailgate party, aim to send out your invitations no later than four weeks before the date. That should be enough time for attendees to determine whether they can attend.

Speaking of which, it’s a good idea your invitation includes a request that the guest RSVP by a specific date. This can help you and the guests plan accordingly.

There are several ways you can send out invitations. You can mail a physical invitation or send a digital one via email. Opting for the ladder can save you time and cost. If you have your guest’s email addresses, simply create a calendar invitation on Gmail.

Make sure you label the invitation accordingly so there’s no confusion. For example, “Tailgate Party.” Then, add your guest’s email addresses. There is also a space where you can provide additional notes, like potluck instructions, addresses, etc. The more information you share, the smoother the event will go. Make sure you double-check the information you provided is accurate before hitting send.

4. Find a location.

Once you have your ticket, look at where the game is held. Typically, tailgate parties are held outside the venue. Make sure you know how big the parking lot is and have a good idea of where your group will be.

Remember that deciding on your spot is just the first step — you need to claim your spot on game day. To do that, you will want to wake up early (depending on what time the game starts) and drive to the venue. It’s a good idea to arrive with a couple of your fellow tailgaters so that you can block off your spot with multiple cars.

Be sure to bring something noticeable on the day of, so the rest of your group can find you. Maybe bright-colored balloons or a streamer. Whatever it is, make sure you include how to see you on the invitation.

5. Bring furniture.

Who said you must stay in your car or stand around during a tailgate? No one!

Consider bringing some pop-up furniture to ensure you and your guests are comfortable — for instance, a canopy tent, a foldable table, and maybe a few foldable chairs. Not only does this give your fellow tailgaters a place to rest, but it can help define your space.

Having a few foldable tables can make serving and preparing food easier. It gives you a designated area to set up, regardless of how much food and drinks you plan on having.

Foldable furniture, like a tent, can protect you from the weather. Because let’s face it, September can be unpredictable, depending on where you live. The last thing you want is a little rain or snow to get in your way of a good time.

Remember, you can always request your guests bring their own foldable furniture to the tailgate. Include “bring foldable furniture” in the calendar invitation.

6. Portable is better.

Is this your first time hosting a tailgate party? Then you’re probably wondering how to transport your food and drinks from your house to the actual tailgate.

There are several ways you can go about this, depending on the type of car you’re bringing. For instance, if you have an RV, you might plan on cooking your food there, taking advantage of the fridge and counter space.

On the other hand, let’s say you’re just bringing a regular car or SUV. Since you don’t have a kitchen, you should prepare your food at home. Then, transport it using Tupperware, reusable bags, etc. If you have hot food, consider using glass containers as they hold heat better than plastic. Wrapping hot food in foil can also help keep it warm.

To keep your drinks chilled, consider purchasing a cooler if you don’t already have one. Coolers are also a convenient way to move food and beverages from one place to another. And they come in different sizes to fit your specific needs.

Are you hosting a tailgate party this fall? From the food to the camaraderie, tailgates are an excellent way for sports fanatics to get together and have a good time.

That said, hosting a party can come with some challenges, especially a tailgate party. You have to worry about finding a spot and how to transport food. Luckily, the tips above can help you organize the best tailgating party.

How to Organize Your Best Tailgating Season Yet was originally published on Calendar.com by Abby Miller. Feature Image Credit: FreePik.com. Thank you!

How to Offer Fun Summer Activities to Clients

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fun summer activities

Summer is the perfect time to put together some activities for your clients. Doing this allows you to connect with them more, establishing deeper relationships for long-term partnerships. While also strengthening loyalty, summer events can also bring in new customers to continue growing your business.

The question now is how to decide on a summer activity and execute it effectively. A lot will depend on your business and its specific client base. However, there are a few universal tips that should come in handy this season:

Make it Family Friendly

When it comes to planning summer activities, most clients will have their families in mind. With school out for summer break, they’ll want to spend as much time with their kids as they can. This is why any summer event you put on for your clients should be family friendly.

Renting out a pool or waterpark for your clients and their families will be a lot more fun than a cocktail brunch with little flexibility. Besides, this way the kids can have their fun while the adult clients can enjoy a piña colada in the shade. You’ll have plenty of time to interact with your customers while simultaneously putting on a fun family event.

While it might take a little more effort to accommodate entire families, the effort is worth it. Consumers love a brand that is friendly and outgoing to people of all ages and family compositions.

Sponsor Community Events

There are typically more local events going on during the summer. This will make it more difficult for your business to run an independent event. You’ll be competing with sporting events, parties, parades, and all of the other gatherings planned during the warm weather.

Instead of trying to force your summer activities into every calendar, consider piggy-backing on some of the more prominent events in the area. For example, you might find a lot of success by sponsoring a tent at the county fair. You can notify current customers that you have some prizes specifically for them if they attend the fair, incentivizing them to go. You can also gain more exposure for your brand and hopefully meet some future clients.

Other examples of summer activities you can sponsor can include:

  • a theme night at a baseball game
  • a fireworks show for your town
  • an outdoor movie night in the city park
  • a company parade float

As long as you can find a way to make sure your active clients are included, summer sponsorship opportunities can be a great opportunity for your business.

Embrace the Spirit of Giving

The spirit of giving might be heavily associated with the holiday season, but it’s always welcome in the summer. Any activity or event that you put on for your clients should be done with the intention of providing them with something. Whether that’s a unique experience or a load of prizes, they should be leaving with more than what they arrived with.

Let’s say you decide to put together a summer picnic at the park for all of your employees and clients. You prepare some delicious food for the occasion along with some games and activities for all the families in attendance. Don’t stop there! Raffle off some prizes, such as concert tickets, cool gadgets, or even free services. This combo will be the perfect way to say thanks to the clients who have supported your business.

Consider Current Needs

This has been a record-breaking summer in some areas in terms of heat. With temperatures climbing, a lot of people are opting to stay indoors rather than participate in outdoor activities. Your clients may very well feel this way, and you should keep that sentiment in mind.

For a summer like this, you might opt for an indoor or digital event. Next summer the weather might be more reasonable for an outdoor event, or you could try a fall event. This is an example of how current needs and circumstances will impact how you offer fun summer activities to your clients.

Create a Tradition

Every season comes with its traditions, and summer is no exception. For some families, it’s the annual Fourth of July parade. For others, it’s taking trips to the lake. Traditions are powerful, and your business can play a part in creating a new one for the summer.

Think of the summer event you want to put on. Perhaps this is a poolside barbeque event where you rent out a large facility for your customers and their families. If you can plan this event at the same time each year, you can turn it into a tradition everyone can look forward to. Execute your event perfectly and you’ll have people adding it to their calendar for 2023 as soon as they return home.

Summer is full of amazing opportunities. Be sure to take advantage of the ways you can reach out to and connect with your clients this year and for years to come.

Image Credit: Christina Morillo; Pexels; Thanks!

5 Power Foods to Offer Customers at Appointments

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waiting room

Many people don’t think about eating or hydrating before their appointments. Sitting in the waiting room on an empty stomach can quickly put visitors in a bad mood. One of the ways you can ensure your customers are happy and taken care of is by offering free refreshments.

While it’s not your responsibility what others put into their bodies, consider offering some healthy alternatives to the typical refreshments. Healthy eating can lead to a boost in mood and energy. Visitors will enter and leave their appointments feeling so much better thanks to a combination of good service and quality refreshments.

This list contains five power foods that your business can consider offering to your customers:

1. Trail Mix

Trail mix is a prepackaged snack that frequently gets overlooked in favor of more sugary treats. The typical pouch of trail mix is full of protein and fiber. This is thanks to the nuts and seeds that are staples for the recipe.

Another great aspect of trail mix is that it comes in so many varieties. You can get bags that contain M&M’s, yogurt bites, or dried fruits. These add-ins don’t compromise the healthiness of the snack. Rather, they add a little bit of extra flavor and excitement to every package. Different flavors will also appeal to the variety of customers who visit.

2. Granola

Another great snack food is granola. This treat consists of rolled oats, often with nuts and honey. A good batch of granola is packed with protein and vitamins, such as iron and zinc. Just be sure not to purchase a variety that contains a bunch of added sugars. While this might be more flavorful, it changes it from a power food to a sweet treat.

A more common snack is the granola bar. The concept is similar, but the granola is packed tightly into a travel sized snack. These bars often have chocolate chips, peanut butter, or even marshmallows added in. While not as nutritious and power boosting as old-fashioned granola, this is still a solid choice. It sure beats a bowl of candy sitting on your front desk.

3. Yogurt

Yogurt isn’t typically top-of-mind when it comes to snacks, but think about the portable options at a hotel breakfast bar. It is quick, easy, and prepackaged. With the variety of flavors, it’s also often a kid-friendly option. Parents waiting with their kids at an appointment can appreciate this choice.

Yogurt is a great source of calcium, which is important for teeth and bone health. It’s also delicious and easy to eat, which is perfect for kids! Parents can ensure that messes aren’t made, and you’ll have some happy families entering and leaving your establishment. If you choose this choice, make sure to also have spoons available.

4. Fresh Fruit

Few snacks rival the power of fresh fruit. Fruit is part of a balanced diet, yet many Americans are failing to include it in their meals. Providing fresh fruit for your customers can help patch those holes in their food pyramid.

Fruits, unlike many snacks, are full of vitamins, minerals, and antioxidants. More importantly, they lack a lot of the additives found in packaged foods, such as artificial coloring and added sugars. Fruit isn’t lacking in taste either. Bananas, apples, and oranges are full of unique flavors and can be eaten at any age without utensils.

The only thing you need to worry about with fruit is ensuring its quality. Fruit needs to be monitored much more frequently than other foods. They expire much more quickly and may need to be washed before consumption. You should make sure any fruit that has gone bad is disposed of quickly to avoid gnats or fruit flies.

5. Juice

When it comes to beverages, water is the easiest and most preferred option. Most people just don’t stay as hydrated as they should. After that, coffee and soda are often the most common drinks available in a waiting room. While these are popular beverages, there are some better options to consider.

Just like fresh fruit is more optimal than sugary snacks, fruit juice can be more rejuvenating than even a cup of coffee. While customers can get a quick surge of energy from coffee, their energy can take a sharp dive after the caffeine wears off.

Juice can provide all the energy needed for a busy day without the threat of a crash later on. Not only that, but the nutritional value is far superior to that of a can of soda. Any sugar found in natural juice is just that — natural.

A good snack can really make a difference in the days of your customers. Supplying your body with better nutrients from the snacks you consume, has mood-boosting power. If you provide the same healthy foods to your work team, you can witness a change in their attitude as well. Healthy eating should never be underestimated.

Image Credit: Helena Lopes; Pexels; Thanks!

How to Tell Challenging Customers the Truth

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How to Tell Challenging Customers the Truth

It goes against every professional instinct to disappoint the person signing the checks, but the truth is, the customer is not always right. 

If a client has you working around the clock, rearranging your online calendar around their needs, or scrambling to provide services you don’t usually offer, it’s time to have a conversation. Can you reasonably meet their expectations?

Perhaps not. Sometimes, you’ll need to push back on challenging customers without hurting your relationship or losing business. 

Threading that needle is not easy, much less enjoyable. Here are some tips to help you have constructive conversations that reinforce your boundaries and prevent client relationships from deteriorating:

1. Go Back to the Contract

A lot of client overreach is born not out of entitlement, but out of the fact that the client has simply forgotten the scope of work. This is why it’s so important to establish clear expectations at the beginning of a client relationship, and to put those expectations in writing. If you don’t, you will have a much more difficult time telling a pushy client why something can’t be done.

Moreover, pointing to a contract is a respectful way to turn down a request, and one few reasonable people will argue against. If the client still wants you to perform extra work, you can offer to renegotiate their contract — and find opportunities to upsell them in the process. 

2. Take Time to Listen

When a client makes a demand that sounds unreasonable, it’s easy to assume they’re disrespecting you and your time. But it’s possible that they’re facing extenuating circumstances you don’t know about: Perhaps they’re under immense pressure from their own boss, or perhaps they simply don’t understand how much time and effort their request would require. 

Before saying “no,” schedule a meeting to talk through their request. Ask clarifying questions, and practice active listening when they answer. Fully understanding their needs will help you brainstorm a solution that works for both of you. And if you do still need to turn them down, the respect and consideration you showed them will soften the blow. 

3. Pick Your Battles

Being flexible without becoming a pushover is a difficult balance to strike, but an important one to master. If a task is technically out of scope but wouldn’t significantly strain your resources, consider the pros and cons of taking it on. If your contract allows you five business days to complete your deliverables, but the client’s CEO wants it on their desk in four days, it’s likely in your best interest to make an exception. 

In these situations, it’s helpful to make sure your client is fully aware that you’re pushing the bounds of the contract. Tell them, “While we usually prefer five business days to complete this task, we’re happy to expedite the process in this particular circumstance.” This reminds them what the norm is while highlighting the fact that you’re going above and beyond for them.

4. Be Specific

This should go without saying, but just saying “no” without an explanation won’t do much for your customer retention. The more clarity you offer your client, the more likely you are to end the disagreement amicably.

When explaining why a request can’t be met, point to specific aspects of the client’s request that are misaligned with what’s in their contract. This gives the client more clarity into what you can and cannot do. Plus, it emphasizes the fact that your denial is due to business needs, not your personal feelings. 

5. Remove Emotion from the Equation

When dealing with pushy clients, it’s easy to feel frustrated, angry, or insulted. But it’s important to remember that the matter probably isn’t personal for your client; it doesn’t have to be personal for you, either.  

When speaking with the difficult client, take a mental step back. Think of yourselves not as two individuals having a disagreement, but as two business representatives trying to work out the most mutually beneficial business deal. Speak in a calm tone, explain the situation with professional precision, and avoid getting into arguments.

There’s little you can do if your client behaves rudely. But if you make an effort to avoid retaliating in kind, you can prevent the conflict from getting worse. 

6. Consider Matching Their Request 

In some situations, you may be able to get some concessions from the client that make their request a little fairer. Just be sure you don’t insult them in the process.

“If the client asks for something outrageous,” Shortpress’s Sam McKeith suggests, “it can sometimes pay off to deflect with something equally as impossible.” 

Say a client asks for a massive discount. You could say that discount is available if they lock into a two-year contract or if they refer you to their own clients. This way, you can turn an extreme request into an opportunity for new business. 

7. Keep the End Goal in Mind 

Clients can often have you running around in circles as you try to meet their every whim. What they forget is that their own actions are delaying completion of their project. 

It’s your responsibility to keep the end goal in focus. Avoid letting them sidetrack you with irrelevant requests. Remind your client what you’re there for, and emphasize that it’s in their best interest to focus your joint energies on that end goal. 

8. If All Else Fails, End the Partnership

“Firing” a client can and should be a last resort. After all, they’re the one who initially hired you. But a client relationship that isn’t mutually beneficial isn’t worth maintaining. 

Remember that your company is in the business of making money, not providing charity to your clients. If an overbearing client is costing more in terms of manpower and morale than what they pay you, it may be time to end the relationship. 

Keep opportunity costs in mind. Your team could better use its time serving the clients that value their relationship with you. Your efforts could improve retention, generate more upsells, and create a healthier business in the long run. 

In most cases, though, consulting your contract, listening to your client, and communicating openly is enough to ease client challenges. Either way, professionalism and honesty go a long way toward encouraging clients to better respect your time. 

6 Fast Ways to Build Trust With a New Client

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You can probably sense when a person doesn’t trust you. Maybe they leave out information about themselves. Or they question everything you tell them.

Building trust is tough enough on your team. When it comes to clients, it can seem downright impossible. 

New clients are especially prone to skepticism. You have yet to prove yourself to them, so why should they trust you?

It’s a fair point, but don’t panic. Don’t resort to toxic positivity, which can actually push people away. 

Although it’s important to build trust naturally, there are things you can do to speed up the process. Here’s what you can do:

1. Lead with ethics and values.

Edelman’s 2020 Trust Barometer shows that trust in businesses boils down to two things: ethics and competence. Although you can’t show your skills until you’ve done business together, you can speak to your ethics.

The way to do that is to make your values clear. Any business would promote values related to competence, such as discipline. Go further by pointing out actions you’ve taken to support social causes, sustainability practices, or other humanitarian work.  

When people know what you stand for, they’re more inclined to trust you. From there, you can prove you have the other part of the equation: competence. 

2. Know your clients.

Knowing your clients may seem like a given, but you can’t make assumptions. If you assume your clients are young people, you’re likely to turn off seniors who use your service. 

Without a sense of the demographic and psychographic categories your customers fall into, you’ll struggle to provide a strong customer experience. Build avatars with the following attributes:

  • Average age
  • Gender breakdown
  • Race and ethnicity
  • Geographic location
  • Income level
  • Educational attainment
  • Hobbies and interests
  • Values and concerns

Knowing these things can help you master your branding. But more importantly, it helps you make every relationship more personal and, as a result, trusting. 

3. Be genuine.

One of the simplest ways to build trust is to be authentic. If you put up a front, your customers will see right through it. 

Genuineness isn’t something you can teach. And it can be tough to be genuine when you’re overthinking it. Simply put your best foot forward, and don’t try to hide anything. 

4. Be confident.

If you communicate to clients exactly what you can do for them with confidence, they’ll give you a shot. The reason is, confidence is contagious. If you believe in your business, then so will your customers. 

Confidence should be tempered by realistic expectations. If you’ll say anything to get clients in the door, then they’ll soon see your confidence is a facade. 

Being real but confident with customers is a matter of knowing the ins and outs of what your company can do. If you promise them something you can’t deliver, they won’t stick around after you fail. If you under-promise, they won’t be impressed. Get it just right, and they’ll receive exactly what they expected — which shows you’re true to your word. 

5. Communicate transparently.

It’s no secret that transparency is key to building trust. So when communicating with customers, give them both the pros and cons of your service.

Say you’re a boutique ad agency. You might be able to secure placements nobody else can — at a premium price. Be honest about both pieces of the puzzle.  

If you only emphasize your pros, clients will assume your promises are too good to be true. In fact, they’ll respect you for sharing the cons. Think about them as opportunities for growth. 

Once you’ve given customers the skinny, step back. Tell them what they need to know, and leave the nitty-gritty details for later in the relationship. It’s all about balance. 

6. Emphasize security. 

Sometimes, a client will need to share sensitive information with you. If there’s any question about whether that information will fall into the wrong hands, that customer won’t be keen on working with you. 

Always acknowledge that clients’ security and privacy is critical. Explain upfront how you’ll use their information: Will it be passed to the marketing team? How will it be stored? What recourse does the customer have if it’s disclosed?

Operate with integrity. Don’t ask customers to sign things they haven’t read. Walk through the highlights, leave plenty of time for questions, and be patient if the customer isn’t ready to move forward. 

Trust is the foundation of business. The sooner you can build it with a new client, the better. And if you can maintain it, they’ll be loyal to you for years to come. 

6 Tips to Supercharge Customer Support With Scheduling Software

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What distinguishes your business isn’t just the quality of your product or service; it’s also how your product or service is delivered. In fact, 73% of consumers say the experience is their main consideration after price and product quality. 

One way to ensure that you’re delivering a great experience is using scheduling software. By using automation technology to manage from appointments to service calls to follow-ups, you’ll help your company stand out. 

Scheduling software is a set-it-and-forget-it system for customer support. But like any system, it isn’t foolproof. Use these six tips to get it right:

1. Default to self-service.

Most scheduling software gives you a choice: Either you schedule clients’ appointments, or you let them do so themselves. Letting clients choose is a win-win: Your team saves time, while your customers are able to book when and as often as they want.

From transportation to lodging to restaurant reservations, online booking is what today’s customers are used to. In healthcare, for example, 77% of patients see self-scheduling as important.

Why do customers insist on self-booking? The practice lets them:

  • Schedule appointments during hours when you’re closed for business. 
  • Take time to compare your availability to their own calendar.
  • Cancel and reschedule appointments on their own.

 

2. Send purposeful reminders.

Reminding customers about their appointments is important because they have busy lives. In the rush of modern life, it’s easy to forget even things they schedule themselves. 

Sending reminders can reduce your no-show rate, but it can also demonstrate that you are eager and ready to provide for your customer. Customers shouldn’t have to contact you to make sure you’ll be ready for an appointment. 

The reminders you send should be timely and meaningful. You wouldn’t send the same notification to someone whose appointment is booked for tomorrow as you would a person who has an appointment a couple of months from now. And if every reminder looks the same, customers are less likely to pay attention to them. 

With scheduling software, you can automate reminders based on how far away the meeting is. These can be delivered through emails or text messages, and you can tailor the notification to match the circumstance. 

3. Be flexible with payments.

Depending on your line of business, you might be able to accept payments before or after an appointment. If you can, give customers that option.

Some people like to make payments when they book so they can forget about it. Others would rather wait to pay in person. Still others want to receive the service before they pay. 

Scheduling software that integrates with payment services lets your customers choose. Providing that flexibility shows that you’re confident in your product or service. 

4. Add value with follow-ups.

With scheduling software, you can keep customers in the loop of what’s going on at the business. Doing so takes you from just a business to a part of their community. 

When you follow up, include an incentive or educational content — and ideally both. You can offer customers a range of items, such as:

  • Discounts
  • Bonus gifts
  • Invitations to events
  • Tip and tricks
  • Refund policies

Like reminders, these follow-ups should be unique to the situation and customer. Try dispensing certain ones, like discounts, after a set number of appointments. Others, like bonus gifts, might be best sent for the customer’s birthday. Exclusive event invitations might be based on the customer’s package or price point. 

5. Keep their data secure.

Customers value security. Keeping their information secure is simple with scheduling software. 

For example, you can set appointment notifications to be sent only to team members who need to know about them. This is particularly important in industries like healthcare, which are governed by privacy frameworks like HIPAA.

Scheduling software also encrypts sensitive information. That way, payment details or patient records aren’t compromised in transit. 

6. Always ask for feedback.

Do not expect customers to give feedback if you don’t ask for it. After an appointment, around renewal times, and whenever you roll out a new service, reach out to customers for comments.

Use your scheduling software’s reminder and follow-up features to do this. Include a quantitative portion — a 0-10 satisfaction scale — and a qualitative prompt. Often, the best insights into what you could be doing better come from customer comments.

There’s no single formula for customer support, but there is a singularly important tool: a scheduling system. To take your customer experience to the next level, embrace it. 

5 Scheduling Issues Your Clients Aren’t Telling You About

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Scheduling software is more popular than ever. But just because you know how to use it doesn’t mean all of your clients do. 

The truth is, your clients don’t want to bother you. They may not know whether you can solve their issue, so they just accept things the way they are.

But even if your clients aren’t speaking up about scheduling issues, they are judging your business by them. Scheduling software is supposed to make you more efficient. If you aren’t addressing problems with similar efficiency, your clients will become skeptical. 

Invite clients to talk through their scheduling issues. In the meantime, take a look at the following problems to get a sense of what you may be dealing with:

1. They’re not getting reminders.

Has a client ever had to call to confirm a meeting or appointment? Do you find that happening often? If so, your scheduling system may not be sending them reminders like it should. 

Reminders give clients confirmation that their appointment will be upheld. They should not have to worry about arriving at your company and not being able to meet with the person they booked. 

Be sure to set your scheduling software to automate reminders so that you don’t have to send them manually. Adjust the number of reminders based on how far away the appointment is. Make sure one is sent when the appointment is made and another 24 hours in advance. 

Another tip is to make sure that your reminders are worthy of a response by including a question about whether they’re able to make it or personalizing the notification. When clients respond, they’ll either signal they’re still planning to make the appointment or ask to reschedule. 

2. They’re struggling with time zones.

If you are on the East Coast but want to schedule an appointment with someone on the West Coast, you have to account for the time change. And sometimes it can be difficult to know if they’re talking about your 9 a.m. or their 9 a.m. This can lead to awkward moments and missed meetings.

If your scheduling software doesn’t automatically adjust for different time zones, it’s time to invest in one that does. Not only will this benefit clients, but it will also benefit remote team members. Encourage everyone to be considerate of normal business hours.

3. They can’t get the slots they want.

When it comes to scheduling, we can’t always get what we want. It can often feel like the perfect time for us just so happens to be the perfect time for someone else.

Every company has peak hours, but it’s important to cater to your clients’ schedules. If you can’t afford to hire additional team members, try restructuring how people’s availability is displayed. Make availability based on time rather than a particular person: This way, the task and time chosen will simply be directed to the next available person. 

Another way to mitigate this issue is to use a waitlist in your scheduling app. In case someone cannot make their appointment or needs to change it, the next person on the waitlist will get a notification right away. 

4. The details are wrong.

When a client schedules an appointment, they need to know more than when it is. Make sure that your system is updated with the other details they need. Check, too, that they’re recapped correctly in the system’s email reminders.

If your office has recently moved, did you remember to update the address in your scheduling system? Is your cancellation policy current? If they can’t make an appointment, what number should they call?

5. They don’t know how to use the system.

Chances are, you still have clients that make their appointments by phone or in person. Even though they know about your online scheduling option, they may not know how to use it.

The trouble is, this can throw off the efficiency of your scheduling system by decentralizing it. To get things back to where they need to be, put together tutorials on how to use your scheduling software. During their next visit, ask if they would like you to walk them through it. 

Remember, you’re not just selling a service or product; you’re also selling an experience. Show them how seamless online scheduling can be. The faster they can get in and get out, the happier they’re going to be.

These scheduling issues are not the end of the world, but they are real and frustrating for your clients. Be proactive in solving their problems. That’s what client service is all about, isn’t it?

5 Tips for Balancing Your Clients’ Calendars With Your Own

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Sever Ties with Bad Clients

It’s easy to be the client’s yes-man: agreeing to last-minute projects and too-fast turnarounds, booking back-to-back meetings, and worrying about how you’ll complete the work you take on.

Don’t get me wrong: Clients’ needs are important. In fact, they’re the reason you see profits at the end of the quarter. But if you’re constantly reacting to client needs, when will you have time to work on all of the other things that keep your company moving forward?

Resist the urge to overload your schedule. Not only does it put you at risk of letting a client down, but it can lead to all sorts of chronic health problems. 

Balancing your client’s calendar with your own can feel like walking on a tightrope. Cut yourself some slack with these five tips:

1. Know when you work best.

When do you feel most energized? It could be in the morning right after a cup of coffee, or in mid-afternoon as the office gets quiet and your inbox traffic slows. Identify the time of day when you’re at peak productivity.

No matter what part of the day works best for you, block this time out on your schedule for focused, distraction-free work. Don’t let the whirlwind of meetings and emails keep you from spending this time on your most pressing projects. 

This is the work of setting boundaries, which benefit everyone involved: You finish projects on time, and your client gets a better outcome. Don’t feel guilty for it. 

2. Use an online scheduling tool.

Although paper planners and calendars have their benefits, working from an online calendar is the best way to stay on top of the fast-paced work environment.

To that calendar, add not just your meetings and appointments, but also those blocks of time when you want to do deep work. Set it so that your team members and, if you so choose, your clients can see your availability. 

Giving clients open access to your calendar might be nerve-wracking. But think about the advantages of such a system: Clients who can see your calendar will understand that you can’t meet at a time that you’ve already committed to someone else. Make rearranging your schedule the last resort. 

3. Build a buffer into timeline estimates.

When setting the project timeline, be realistic. Give estimates according to when you could comfortably complete the work, not when you could do it if you pushed everything else out of the way.

Sure, it’s nice to impress a client with a quick turnaround. If you do that for every client, though, you’ll quickly run out of time and energy. 

Apply the “buffer” approach to your meeting schedule as well. Give yourself small blocks of time between appointments to decompress, answer emails, and prepare for the next one. 

4. Look at the big picture.

You know what times of year are most and least profitable for your business. The same is true of your clients.

It’s likely that your clients have an idea of how their year will look and what they might need in a given season. At the start of the calendar year, ask your long-term clients what projects they anticipate needing your help with. Not only does reaching out early show that you want to maintain your relationship with them, but it lets you know well in advance what’s coming.

Go ahead and add those projects to your calendar. Set reminders to follow up with each client for details as the start dates draw closer. 

5. Get creative.

Make use of every minute of your schedule. If you find yourself squandering interstitial periods, ask whether you could use them to buy yourself time elsewhere. 

For example, you could take lunch meetings or chat with clients over happy hour. If you usually commute to appointments, could you take some of them via a videoconferencing service?

Videoconferencing is a good solution for all sorts of meetings. Not only does it keep you at your desk, but it allows you to share your screen and record the conversation.

At the end of the day, remember that you’re the captain of your calendar. It’s OK to occasionally feel overwhelmed by your workload, but it shouldn’t be the norm. Client needs are important, yes, but you should not live by their beck and call.

How to Handle a Meeting-Happy Client

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What to Do if Appointments Keep Running Long

Saying “no” is tough for everyone, including entrepreneurs. You want to do right by your clients, but you can’t spend your whole day meeting with them.

Every moment you spend in a meeting is one you can’t spend working on your business. Don’t let meeting-happy clients pull you away from your other priorities.

Start by keeping a time log so you know exactly how you’re spending your time. If one or two accounts are responsible for a disproportionate amount of your meeting time:

1. Get to the root of the issue. 

Clients know their time is limited, too. If they keep asking to meet with you, look for common themes. Show that you’re working to solve their needs, and you should see those requests fall off.

Try this: When the client reaches out, respond by asking for more details about the reason for the meeting. In many cases, a meeting simply isn’t necessary. If it’s something that you can address yourself, do it. Report back, and ask if the client still wants to meet.

2. Delegate. 

If your client constantly asks to meet — especially if it’s for a legitimate reason — one solution might be to ask a team member to take the meetings. That way, the client feels supported, and your schedule stays open.

Be sure, though, that the client respects your employee’s time. Ask them to schedule meetings at least 48 hours in advance, and ensure meetings last no longer than an hour. 

3. Be direct and quick.

What if, despite you solving the client’s issue, he or she still wants to meet? Say no, but don’t beat around the bush.

Being decisive and clear benefits everyone. Think of it like tearing off a Band-Aid: It’s better to get through the pain quickly than let it fester. In fact, a great client will appreciate your straightforward, timely response.

4. Provide additional resources.

Just because you say “no” to a meeting doesn’t mean you can’t be a good partner. If you can’t solve the client’s issue yourself, share content about it or make a referral to someone who can.

If multiple clients have come to you about this issue, consider developing a whitepaper or similar asset around it. A robust content strategy can be a great way to bring in new business. 

5. Template your responses. 

No matter how well you handle meeting-happy clients, there will always be more. Prepare yourself for the next one by setting up templates. Make each response is decisive and inoffensive.

Start with two: For those that you see no reason to meet with, “My calendar is booked for the foreseeable future” is a good response. For the rest, say something like, “I would love to discuss this with you further, but let’s wait for our next scheduled meeting.”

Practice makes perfect: The only way you’re going to get better at saying “no” to your clients is by doing it over and over again. Own your schedule, and don’t be ashamed of it. 

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