Just like a garden – expertise, support and regular check ins will lead to growth
Use the renewals process to get the most value from your engagements. The new year is a time for growth and renewal. In the same way you do in the vegetable garden, you should ‘plant the seeds’ each year to get growth in your business. Read below on how to evaluate your clients, and focus on the actions that lead to growth. Then how 2Shakes renewals locks in the added value so you can make 2022 a fantastic year for your business.
Start by getting a list of your clients. Take the sales revenue figures for the last two or three years and run a ruler over it so you can:
Now you understand your customers, you can make a plan to grow.
Hey we really love working with you, but we noticed that you don’t use us to do XYZ. Is there a reason why that might be. What can we do for you to consider using us to help you to do that?’
While you could use a spreadsheet and calendar to schedule your activities, it is much easier to track your plan and contacts using a Customer Relationship Management (CRM) system. For example lots of 2Shakes customers user Xero Practice Manager (XPM) or Hubspot.
The renewals process gives you the perfect opportunity to put all of this into action.
The price of our services will increase from 1 April. We know that a price increase is never ideal, so we have kept the increase small at just 5%. This slight increase ensures we can continue to offer you rapid response to your phone and email queries and proactively provide you with strategic advice. We appreciate your support and business. Thank you for partnering with us and please contact me if you have any questions.
First log into 2Shakes and use the top navigation bar to go to your Business Profile page. Only administrators can update the Profile.
Review your list of services and fees. Update if you want to offer new services or update your prices. Any changes here will be your new default for new agreements going forward. Remember: Renewals will start with what you previously did for that client, so add or remove services and change the fees on the client renewal as needed.
Make any changes you need to here to the Terms and Conditions. All agreements (including renewals) pick up your latest Ts and Cs from your Business Profile.
Use the top navigation bar to go to your Dashboard. Search for the client by name and filter for Complete agreements. Then click on the client name.
Click on the Renew Agreement button. You are prompted to make a note of the renewal against the old agreement to keep track. Then the details of the last agreement are pulled through and you are taken you to the start of the agreement renewal process.
If you changed the services you offer in your profile they will be pulled through to the renewal for you to add if needed.
You can keep, redo or improve the identity verification you did last time, depending on your needs and compliance requirements.
If you want to, you can change the email that will be sent to your client with the link to sign. When you proceed you can track the agreement status using the dashboard. You can also see on your dashboard how the agreement links to any prior agreements.