Smart Assistant

Does the prospect of drowning in 10 years-worth of client paperwork and notes have you weeping into your pillow?

Clear the clutter and chaos of filing cabinets overflowing with folders and papers by storing your client documents online.

To make this easy for you, your Keap Pro app will come with our bonus tool #1: Automatic Creation of Client Folders.

Working with your Google Drive (your filing cabinet in the cloud), when the first paid consultation is booked, a folder for the client will automatically be created.

Creating the same client documents over and over can be a real pain. Bonus #2 takes some of the hassle out of this for you.

When the client’s Google Drive folder is created, it will also have your client starter documents automatically added. The documents will be created from pre-made templates and have the client’s details pre-filled where necessary.

What the heck is lead magnet? First, let’s talk about what a lead is: typically, it’s a potential client for your practice.

A lead magnet is a piece of content that attracts the type of leads you want for your practice.

Lead magnets come in a variety of forms:

• An ebook/PDF whitepaper
• Video
• Webinar

The one thing that lead magnets all have in common is that they offer value. What you offer should be valuable enough for a person to want it badly enough that they will give you their details in return. That means no selling! What you put in a lead magnet needs to be informative and solve a problem your target audience experiences.

When you put together your lead magnet, think about your audience’s pain points and ask yourself if you’re solving them. If you can say ‘Yes’, then you have yourself a great lead magnet.

The main reason lead magnets are used is to grow your email list. Once a person has given permission to email them, you can build a relationship with them.

If you’re struggling to think of what you could create for a lead magnet, we can help.

Bonus #3 includes:

• a website form for capturing leads’ names and email addresses;
• delivery of the lead magnet via email where the recipient clicks a button in the email to access it;
• reminders are emailed to the lead if they don’t click the download button within a certain period of time;
• once the lead magnet has been accessed, follow-up emails are sent inviting the recipient to schedule an initial consultation.

Ideally, your new lead will be ready to book for paid therapy after their initial consultation.

But, what if they’re not?

Bonus #4 will automatically send a series of follow-up emails that can tell them more about how your therapies work, the benefits, and how to book.

The emails can be stopped when an appointment is subsequently booked.

If your lead does not go on to book paid therapy sessions, or they don’t even book an initial consultation, it’s still worth keeping in touch with them. It may just be that they’re not quite ready to take that next step yet. This is done by bonus #5.

A long-term nurture ‘campaign’ sends out regular content at timed intervals for you automatically. Your Keap Pro app keeps track of exactly where every one of your leads is in the campaign, which email they’re to receive and when it’s to be sent to them.

If they do book an appointment with you, no matter where they are in this campaign, they can be pulled out of it automatically.

Long-term nurture campaigns are ideal for keeping you uppermost in your lead’s mind when the time comes for them to take that next step.

And this can all be done for you automatically, even while you’re asleep.

How did your last consultation go? Is your client happy? How can you find out? After the consultation, an email can be sent to your client with a simple request: “How do you feel your consultation went? 😊, ok or ☹?”

If the client clicks the smiley face 😊, they can be invited to leave reviews on Trustpilot, Facebook and Google My Business.

However, if they click on ‘OK’ or the frowny face ☹, you can be automatically notified, and a task created for you to contact them to find out why they feel that way. This gives you the opportunity to turn a potentially unhappy client into a fan because you took the time to ensure they feel cared about.

You’ll not want the relationship with your client to end after their final therapy session. Bonus #7 will help you keep in touch with clients after their final session.

This could be follow-up advice and tips, well-being information, etc., which is sent out a regular, timed intervals over months or even years.

Your clients will appreciate the information and you’re remaining uppermost in their mind for when they may need more help or a ‘top-up’ session.