Daily Task: 15 minutes
Message 5 former clients or neighboring businesses.
Ask, “Are you still interested in improving your X in 2024?”
Replace “X” with your service.
If this is your first time talking to a neighbor, take them coffee instead.
Project Focus: LEG
Set up confirmations, reminders and messages between appointments.
First, confirmations.
When a client books an appointment with you, they need to get a confirmation email. This can be set up automatically through your scheduling software (ie Acuity).
Their confirmation email should clearly display:
1 – date and time of their appointment
2 – your address
3 – a link to cancel or change their appointment
4 – your cancellation policy for appointments.
Here’s how to set these up in Acuity.
Next, reminders.
Set auto reminders through your booking software (ie Acuity) for all appointments.
If you have monthly appointments, you want a reminder email or text to be sent to the client 1 week before the appointment, and again 24 hours before the appointment.
If you have weekly appointments (or several in a week, as in personal training), you want a reminder email or text to be sent to the client 24 hours and 1 hour before the appointment time.
If you have irregular appointments – like a sales appointment (or a No-Sweat Intro, for a gym), you want a reminder email sent more often – like a week before, the day before and an hour before the appointment time.
Make sure to include:
1 – date and time of the appointment
2 – your address
3 – a link to cancel or change the appointment
4 – your cancellation policy (not for sales appointments, but for all others)
5 – a reminder of what happens if the client is late. For example, our personal training appointment reminder ends with “Please be on time – it’s YOUR time we’re talking about here!”
Tomorrow, we’ll set up messages between appointments.
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