How to Win More Clients With a Streamlined Inbox

Did you know there are more than 600,000 management consultants employed in the U.S alone? That’s a lot of professionals all fighting for the same opportunity to grow - so it’s important that you stand out from the pack, to attract and retain more clients.

One way to build lasting client relationships is by having a seamless communication process, especially when it comes to email. If you can manage your consultancy in a way that simplifies the painful back-and-forth for your incoming clients, then you should be able to retain them for the long haul.

So here’s how to interact efficiently, clean up your inbox, and ultimately win more business than your competitors:

1. Streamline Your Accounts

Manage and track your emails in a way that makes sense for you, your clients, and your business, to avoid letting pertinent information fall through the cracks. Invest in a smart platform that will sync your business contacts from Gmail, Outlook, or Exchange so you never miss another important notification again! How? Because all of your client emails will be captured in the same dashboard you're working from.

With the ability to instantly convert an email to an invoice, you’ll also be able to simplify the billing process for you and your clients and get paid even faster.

2. Track Your Emails

We’ve done our research and found that email causes professionals like you to leak over $50,000 in revenue per year - so try to focus on using your account to make more money. Keep track of all your billable hours (yes, this includes email) with a time-tracking feature which automatically captures and logs the time you spend in your inbox. Not only will this boost your team's productivity, but it'll show your clients just how efficient you are, and in turn, boost your reputation.

3. Keep Everyone in the Loop

With a Team Inbox or ‘stream’, all client-related communication will be stored automatically for any new team member to access. This means a client won't have to be hassled with questions they’ve already answered - because every detail will be right there in front of them.

With a smart platform, you’ll also be able to see what’s going on with pertinent client accounts (in real-time), without having your personal inbox flooded with forwarded emails or CCs - saving you from the painstaking task of having to dig around in various disconnected tools just to find the information you need.

This will give you more time to spend with clients, all while doing the value-creating work that you love.If you’re ready to streamline your way to success, check this out to learn more about the benefits of cleaning up your communications.