Category: Business Hacks

  • Communicate Like a Human!

    Communicate Like a Human!

    Communication has evolved over recent years; what used to be a friendly face and handshake, or a letter in the mail, has quickly turned into text messages, social media DMs, and to-the-point video calls. It’s no different for businesses; companies now lean on social media and email for marketing, email receipts and sales confirmations. 

    While it’s important to be courteous and professional, that doesn’t mean you can’t allow your personality to shine through in your communication. Whether it’s an internal note to your team, an email to a client, or a message to the masses, it’s important to be clear with your message… but what some leaders and entrepreneurs forget is to be themselves

    There seems to be a stigma that when you’re communicating in a corporate environment that you have to be very formal, and essentially uptight, in order for the recipient to take you seriously, just because it’s a professional relationship.

      
    I’m calling BS. 🐂💩


    I believe the only time you need to be strict and to the point is if you’re writing something formal or something that needs to be upheld in court, like a contract. When you’re talking to a client, you’re talking to a human, and you’re a human, so communicating like a human is important!

    I’ve found in my 15 years of working in the corporate environment that in most scenarios, the only way to get a client to come back is to get them to trust you (especially if you’re in any sort of relationship building industry, such as real estate, financial services, the creative industry, or any other service-based business). 

    The only way you’re going to get them to trust you is to act like a human: be empathetic, use your own words, get to know them, and speak to them like you care and have known them for years. 

    In our digital world, you have to be really intentional to achieve that via the written word. If you have a bubbly personality, lean into it! Don’t be afraid to use an emoji, end a sentence with an exclamation point, or even use an acronym like LOL.

    You can set the right tone for your message from the jump via your greeting. There is an absolute difference between: 

    Hey Charlotte
    Hey Charlotte,
    and Hey Charlotte!

    No punctuation or a period may send out a negative tone. The comma is like middle ground, a standard greeting where no tone is really in place. The exclamation point tells the reader you are excited to greet them and have something good for them to read. It’s very much a ‘hey girl, how ya doin?” vibe. It’s up to you to decide the tone you want to start your message off with, just remember to know your client and what’s going to help build that relationship.

    Your choice of words in the body of your communication is another opportunity to strengthen relationships by sprinkling your personality in your message. If you use the same tone and words in your written communication as you do your verbal communication, your audience will feel like it’s an extension of you – the person they trusted to give their business to in the first place. 

    For example, let’s say a client is past due on a payment; you can speak the way you normally do or send a stern, formal message. Here’s a side-by-side comparison:

    This is to the point, yet informal and friendly. If the client forgot to make a payment, this gives them an “easy out” to make an excuse or make payment arrangements, but it doesn’t make them feel you are upset with them and doesn’t turn them off. Versus…

    This may put Frank on the defensive, causing them to react negatively by simply not replying, delaying payment further, or ultimately going to someone else next time they need services you provide.

    *Sidenote, this example does not mean you should be a pushover when it comes to payments! But think about how you would respond best in this scenario.

    Further personalizing your messages, especially to match your branding, is great. But can quickly become problematic. Here are some do’s and don’ts: 

    • DO use your logo and brand colors in your signature to tie it in with your branding.
    • DON’T write the full message body in a special font and color, as it can be straining on the eye. There are instances where color can and should be used (for example, an inline response to an email), but I’ve received emails where the entire thing is a special font that is italicized, large, bold and colorful! It’s difficult to get through the whole email because it is so overwhelming to the senses!

      Also, keep in mind some of your readers may be colorblind and the colors may come through differently than intended. At this point, you’re standing out, but for all the wrong reasons! 
    • DO get comfortable with using exclamation points and bold fonts to show excitement or highlight an important part of your message. 
    • DON’T go crazy with it! Using too many exclamation points at once or writing a whole message in caps may be taken as screaming. Use your tools (italic, bold, & colors) to help you emphasize as needed. 

    Next time you’re trying to bridge the gap between corporate and personality, refer back to this blog as a guide. Ultimately, finding a balance is always the best way to go. Clear, knowledgeable emails show you know what you’re doing, that you have your clients or prospect’s best interest at heart, and that you’re the best person for the job. But you also want your clients to know you and who you are, so sprinkle in an exclamation point here or there. 

    You’re a human, so write like it!

  • 3 Reasons Why You Should be Templatizing Your Business

    3 Reasons Why You Should be Templatizing Your Business

    When it comes to running a small business, your greatest asset is your time. If you’re feeling like there’s never enough hours in the day to get things done, maybe it’s time to see what’s really eating up your focus and energy. 

    One of my favorite hacks is the use of templates. Creating and leveraging reusable assets (aka templates) can eliminate redundancies in your business, saving you precious time and contributing to brand consistency and professionalism; ultimately boosting your business and attracting more clients. Here are three reasons why templatizing your business is a game-changer:

    facebook post mockup

    Having templates is a sure-fire way to save you time. Consider the use of Canva templates for social media, for example. By creating (or hiring a graphic designer to create!) Canva templates, you can just “plug-and-play” when it comes to getting your beautiful ideas and knowledge out to your audience. 

    Not only does it conserve your valuable time, but it also guarantees uniformity across all your deliverables. By utilizing templates decked out in your brand assets, (colors, logos, and fonts) you ensure a consistent and professional presentation across every touchpoint with clients and prospects. They’ll appreciate the professionalism and attention to detail, which contributes to having a brand people trust.

    interactive fillable form for a business broker

    Scaling your business shouldn’t mean sacrificing quality or spending hours on admin tasks. Take, for instance, the use of standardized forms (like intake forms). By templatizing your intake process, you streamline client onboarding, ensuring that vital information is captured efficiently without unnecessary back-and-forth. This not only contributes to the professionalism of your operation, but also frees up valuable time and resources that can be redirected toward nurturing client relationships or pursuing new opportunities. Standardized forms also minimize the risk of errors or oversights, leading to smoother transactions and a more positive overall experience for both you and your clients.

    presentation deck template for a forensic psychology agency

    You may be thinking that templatization could stifle your creativity, but when you have the basics covered, it frees up mental capacity and time to allow you to focus more energy on innovation and value-adding activities. 

    Here are some additional templatizing projects to consider:

    • Email Templates: Standardized email templates can streamline communication with clients, leads, or team members. Whether it’s for initial outreach, follow-ups, or project updates, having pre-written templates can save time and ensure consistency in your messaging. (Just make sure you read them before sending to make sure your canned language is still relevant!)
    • Proposal Templates: Creating proposals for clients can be time-consuming, but using templatized proposal formats can make the process much smoother. Preparing a template with sections for project scope, deliverables, timeline, and pricing can help you quickly customize proposals for different clients while maintaining a professional look. (And it’s been my experience that sending a proposal faster, while the client is still excited and thinking about the project, can help you close more deals!)
    • Tailored Business Resources (e.g. Training & Onboarding, Sales Presentations and Prospect Engagement): When bringing new employees or clients onboard, having templatized materials can ensure that everyone receives consistent information and guidance. This could include training manuals, onboarding checklists, or presentation templates for orientation sessions.
    • Invoice and Billing Templates: Simplify your billing process by using template invoice formats. Whether you use accounting software or create your own templates in Word or Excel, having a standardized format for invoices can help you get paid faster and keep track of financial transactions more efficiently.

    The key here is to identify repetitive tasks or processes in your business and create templates that can streamline those activities, saving time and improving consistency and efficiency. It’s all about working smarter, not harder, and giving your business the boost it deserves. So, whether it’s branding your social media with Canva or simplifying with forms, templatizing your business is the way forward when it comes to growing your business. 


    If you need help with identifying template opportunities or creating some for your business, schedule your (absolutely free and zero commitment) Idea to Execution Consult!