Episode 116

116. Why Service-Based Businesses Lose Referrals: 3 Client Experience Mistakes to Avoid

In this episode, I dive into why your service-based business might be losing referrals and how to avoid it. Have you ever wondered if your client experience is unknowingly turning away potential referrals? Tune in as we discuss common client experience mistakes and practical ways to enhance them for better word-of-mouth success.

Key Insights

  • Understand the importance of clear and timely communication throughout the client journey
  • Learn how to simplify processes to avoid overwhelming your clients
  • Discover the significance of making it easy for clients to refer your services

Sign up for the Lead to Loyalty Challenge! (May 6th-8th)

For established coaches, creatives & service providers ready to create a client experience that keeps them coming back and referring others!

Love Harmonious Mompreneur? Leave us a rating & review! Your feedback helps this podcast reach more moms in business like you!


Ways I Can Serve You

  • Harmony Systems Sprint: A VIP Week where I'll set up the automated workflow for your lead management and/or client experience. The full process includes a pre-sprint meeting to map out your workflow, and time for you to gather the assets needed before the VIP week. And after your VIP Week, you still have 2 weeks of support!
  • Workflow Work Session: Only need your workflow mapped out, no automation implementation or CRM setup? Check out this one time session.


  • Harmony, No Hustle Private Podcast: Are you tired of trying to juggle your business and family life, only to feel like you're constantly dropping the ball. It's time to say goodbye to the impossible balancing act and embrace something better. Work-life harmony. I created the private podcast Harmony, No Hustle just for moms like you. It's your go-to, faith based resource for practical tips and actionable strategies to help you integrate your work with your family life. So you can thrive in both without sacrificing either.


  • Join Email Community: In this community, you can expect to get email notes, written by me, that focus on all things business systems including processes, client experience and automation. I also believe life systems are important too, so I’ll be sharing content related to home management, self care and more. Plus I’ll give you an inside look into my journey of navigating entrepreneurship as a Christian mom.


List of Favorite Business Tools

  • Dubsado (Client Management): Get 20% off your 1st year or month
  • Flodesk (Email Marketing): Get 50% off your 1st year
  • Showit (Website Builder): Get one month free
  • Captivate (Podcast Host): 7 day free trial
  • ClickUp (Project Management)
  • Castmagic (Content AI Tool)
  • Komodo Decks (Screensharing & SOP Creation)
  • Descript (Recording & Editing)

Some of the links above may be affiliate links, which means I may earn a commission if you purchase through them, at no extra cost to you. I only recommend products and services I truly believe in and think will be valuable to you.


Connect With Phylicia

  • DM me on Instagram: https://www.instagram.com/phyliciapough/
  • Connect on Threads: https://www.threads.net/@phyliciapough
  • Send me an email: hello@themomceosuite.com
  • Visit the website: https://www.themomceosuite.com
  • Ask me almost anything form: https://forms.fillout.com/t/1QuqTLxUvqus

Transcript
Phylicia Pough:

Hey friend. You're listening to Harmonious Mompreneur, where faith, family and business come together.

I'm your host, Phylicia Pough, a Christian wife, mom of two, and life and business system strategist for moms.

If you've ever felt like there just aren't enough hours in the day, or find yourself craving more time for yourself, but feel guilty about it, you're in the right place. While many strive for balance, I believe it's harmony, an integrated flow that works for you, that truly sustains.

Each week I'll share insights from my personal journey and practical strategies to help you design systems that bring peace to your business and home life. So give your kids another snack, take a deep breath and let's dive into today's episode where we'll start creating your harmonious Mompreneur life.

Hey friend. Today we are talking about three client experience mistakes to avoid as a service based business because it might be costing you referrals.

So many service providers rely on referrals, but you might not know that you are unknowingly turning clients away. And I have seen this happen firsthand and so I want to kind of help you avoid some of the common mistakes that I have seen.

When it comes to word of mouth, we know just how powerful a referral is. And a client experience directly impacts your referrals, whether that is a great client experience or a poor client experience.

If it was great, then people are going to refer and recommend you. But people are not going to refer someone if it's going to make them look bad because the referral ends up being a reflection of them.

And so if there is a poor client experience that they've had, they're not going to refer you because it's really related to trust. And honestly, if you give me a bad referral, I'm not sure if I'm going to be able to trust your word. Right. So what is a client experience?

Very simply, client experience is the journey a client takes from first contact to off boarding. And now this experience is not just about you delivering the service or fulfilling your promise to them.

It's really about how they feel along the way.

And so in today's episode, but also the next two episodes, I'm really going to be focusing on client experience because it is very important for service based businesses. So let's get into these mistakes. All right, so mistake number one that you want to avoid is communication issues. Okay?

Not having clear, not having timely communication. This presents a problem for the client. The client gets frustrated when they do not know what to expect.

So I'm going to give you some examples of what poor communication might look like. So let's say for example, your lead process looks like somebody submitting some type of form or an application.

So poor communication would look like there's no follow up email or maybe there's just a pop up that says thank you without any additional information. Why is this a problem? It's a problem because the client or the prospect, they do not know what to expect next.

When are you going to follow up with them? When should they expect to hear a reply from you? Is it going to be 24 hours? Is it going to be a week?

We have to set expectations as the service provider. Okay. Also, an issue that can come up in terms of communication is just unclarity in terms of the deliverables and the timeline. Right.

So a client might assume that their project is going to be done within two weeks, let's say. But maybe you really meant that it's going to be two weeks from when you receive all of their materials.

And so now that they had this different expectation, they are frustrated and they feel a little bit misled. Okay. And so poor communication created this problem. Right.

A better way of doing this is to be explicitly clear in what you are going to deliver and the timeline in which you are going to deliver that. Okay. So that's mistake number one, having communication issues throughout your experience.

Mistake number two that you want to avoid is an over complicated process. Now systems does not have to mean complicated and in fact systems should be simple. Right?

But an over complicated process leads to frustration, it leads to overwhelm which are negative feelings.

And if someone has a negative feeling while they are working with you, they're going to assume that other people are going to have that same experience and therefore they're not going to refer you. Okay, so what are some signs of an over complicated process?

If people are having to jump through hoops to book with you, if you have different things set up in different tools and they do not seamlessly move from one portion of the process to the next, that's over complicated.

If your client or your prospect is having to create logins or multiple logins, if there is a bunch of back and forth in email and if your process just has a lot of unnecessary steps, these are all signs of having an over complicated process. And so you want to find ways to streamline, you want to find ways to simplify.

And the way that you do this is you can get feedback from the people that you have already worked with and ask them how they felt about the process. Right. And you yourself go through your own process as if you were the client. And you might be able to see some areas where you can simplify.

Okay, that's mistake number two, having an over complicated process. And then finally mistake number three. Okay. And this one might seem like a no brainer, but it's really not. Okay.

Mistake number three that you want to avoid if you don't want to lose referrals is making it hard to refer you. Okay? So the number one issue here is actually not asking for the referral.

Don't assume that your clients are just automatically going to refer you when you are offboarding your clients. You can include asking for a referral in that part of your process in addition to not asking for the referral.

Another issue that comes up in this area is not having a clear referral process. So people might not know what type of referrals you're looking for. They might not know what to say when recommending you.

So just make it easy for your clients to refer you. And again, your process does not have to be complicated. It does not have to have all these steps and do all of these things.

But you just want to make it clear how this part of your process operates and clearly communicate that with your client. Okay?

So just to recap the three client experience mistakes that you want to avoid if you don't want to lose referrals is number one, you want to avoid any communication issues that come up. Number two, you want to avoid having a complicated process. And then number three, you want to avoid making it hard to refer you.

All right, so your action step for this week is to audit your current, current client experience. Okay? Audit your own experience. Where can you improve your communication, where can you simplify and where can you include referral requests?

Now if this is something that you are looking for additional support in, then I definitely encourage you to sign up for the Lead to Loyalty challenge. We are going to dig into all of these things.

We talked about the mistakes to avoid, but what are the actual solutions and what steps can you take and what things can you implement in your client experience that will improve it and help you to increase your referrals. That's part of what we're going to talk about in the challenge.

So click the link in the show notes to get all of the details and I look forward to seeing you in the next episode where I'm going to be talking about how your client experience might be costing you money. Okay? So stay tuned. Thank you so much for tuning in. With grace and gratitude, I will see you in the next episode. Hey, friend.

I'm so glad you tuned in today. Before you go, will you take a moment to leave a review?

Leaving a review ensures other mompreneurs like you can find this show and get the insights and strategies they need to create harmony between their business and home life. I appreciate you so much. With grace and gratitude, see you in the next episode.

About the Podcast

Show artwork for Harmonious Mompreneur: Helping Moms Create Harmony with Life and Business Systems
Harmonious Mompreneur: Helping Moms Create Harmony with Life and Business Systems
Life and business systems strategy to help work from home mom entrepreneurs find work life harmony

About your host

Profile picture for Phylicia Pough

Phylicia Pough

Phylicia Pough, MBA is a Christian wife, mom of 2, entrepreneur & podcaster from Philadelphia currently residing in the DMV area.

For over 10 years, Phylicia has been behind the scenes of businesses and ministries, keeping things organized. Her journey started in Administration and developed into Systems, Operations & Client Experience Consulting.

As the Founder of The Mom CEO Suite, she helps female and mom service providers create life and business systems that lead to work life harmony.

Phylicia also hosts the podcast, Harmonious Mompreneur.

Support Harmonious Mompreneur: Helping Moms Create Harmony with Life and Business Systems

A huge thank you to our supporters, it means a lot that you support our podcast.

If you like the podcast and want to support it, too, you can leave us a tip using the button below. We really appreciate it and it only takes a moment!
Support Harmonious Mompreneur: Helping Moms Create Harmony with Life and Business Systems
M
Mom Dukes $100
What a wonderful podcast regarding your two year wedding Anniversary. Communication is the key and I do hope this will help other married couples.
A
Anonymous $100
Keep producing amazing content! I love what you’re doing for the mompreneur community!
A
Anonymous $50
I feel inspired by your podcast even though I am not a mom as of yet. Your episodes are inspirational and create a driven mindset.