Guides and tools can help businesses grow and increase revenue. In particular, checklists can be extremely useful. You can use them quickly and easily. Here you will find high-quality business content to help you succeed. Take a look at our checklists and invest your time in something worthwhile.
Starting a business checklist
Are you interested in starting a business?
There can be both frightening and thrilling experiences in a person's career. Here are a few steps to help you get started. You should feel more prepared and confident after reading this.
Make your business passion-driven
Launching your own business is the first step to success. You can choose from a variety of options. Turning your passion into a business is one of them.
When choosing a new business, how do you make your decision?
By doing so, you can decide whether or not to pursue your idea, what amount of money you need, and how to proceed.
Investigate your area's industries and competitors
It is important to research your competitors and the industry as early as possible when deciding what type of business you want to start.
Why is research beneficial?
A business plan can help you determine your business' potential. It will also reveal the market size of your product. As a result, you won't be competing with many other businesses.
Creating a business requires knowing if you can do it, how much money you need, and how you will market it.
You can learn more about starting a business in our starting a business checklist
The WordPress website launch checklist
You have finally launched your website after months of designing and building. Check everything before going live.
Make sure you don't forget anything with this checklist. Make sure you are prepared.
Theme licensing
Before using WordPress plugins on a website, they should be licensed. It is important to verify that they are compatible with the latest version of WordPress and that they are free of security vulnerabilities. Ensure that your plugins are activated with the right license key.
Respecting the terms of service and privacy policies is important
Before collecting data from users, your website must have an updated privacy policy and terms of service. You should also have an acceptable use policy on your website along with disclaimers.
URLs should be relative
Ensure that your custom permalinks are still valid after updating WordPress. You can make your site accessible from mysite.com/blog or mysite.com/category/post-name by using a relative URL structure.
You can learn more about starting a business in our The WordPress website launch checklist
Lead magnet checklist
Do you want to attract visitors to your website with a lead magnet? Do you specialize in blogging, content strategy, or search engine optimization?
Check this list to ensure your lead magnet includes all the necessary elements.
Decide who you want to reach
Ask yourself, “Who will this lead magnet benefit?”
Targeting the right audience is crucial.
Your lead magnet may not engage your target audience if it doesn't appeal to them.
What is the best way to select your target audience?
Lead magnets can be made more relevant to the right audience in several ways:
- Find out what interests your target audience.
- Check out what your competitors are offering as lead magnets. Search Google or social media for their target audience.
- Check to see if your current clients are interested in your lead magnets. By using this information, you can offer your customers content that is similar to what they are looking for.
What are the best ways to select your target market?
- surveys
- Google search
- social media
Develop value propositions
For potential customers, what are the benefits of your lead magnet?
What is your value proposition?
Lead magnets are useless if they do not provide value to the target audience. You can entice them by offering value.
How do you define a value proposition?
- Compare your offerings with those of your competitors.
- How do you address the pain points of your audience?
- Is there anything you can do to help them?
Are there any value propositions?
- Competitor analysis
- Identifying the customer's needs
- Interviewing subjects
You can learn more about starting a business in our Lead magnet checklist
Customer service checklist
Customer service is the key to a successful business. Customers will return again and again if they are satisfied with their experience.
Planned solutions are crucial to solving customer problems. We analyze the steps that must be followed as part of our hassle-free service.
Support should be easily accessible
Customer service should be contacted first. Getting a reply shouldn't require the customer to search through multiple FAQ pages or send multiple emails.
An easily accessible support team would be beneficial, right?
You will have trouble resolving issues if customers can't reach your support team. Without assistance when they need it most, their business may suffer.
Can you reach your customer support team easily?
Depending on your field. There are some companies that offer 24/7 phone support, while there are others that offer 24/7 chat support.
Customers can communicate with some companies via email or social media instead of the phone. Customers should be able to reach you if they need help.
Provide your customers with an estimate of how long it will take for them to receive a response.
How can you make your support team more accessible?
- CRM tools
- employee management software
- LiveAgent live chat software
- time tracking apps
- Help desksoftware
- LiveAgent call center software
Defining customer service expectations
If a customer contacts you for assistance, they should know what to expect.
Clarifying customer service expectations is important for many reasons.
A clear understanding of customer expectations is essential. When you interact with the customer, it is possible to avoid misunderstandings.
Are you familiar with customer expectations?
A quick, accurate, and pleasant service should be provided. It is possible to set expectations in several ways.
Whenever your customers contact you for help, they deserve the same level of personalized attention. Plan ahead to avoid unforeseen issues.
How can you clearly define customer service expectations?
- LiveAgent ticketing software
- Human resources management software
- An e-mail ticketing system
- Graphs and spreadsheets
- App for workforce planning
- customer service software
Sales call checklist
It is normal to feel nervous when making your first sales call. The following tips will help you. Stay organized by using a checklist. Here we go.
LiveAgent can help you find the contact
All interactions with clients can be tracked by CRM integration with customer service software.
Learn as much as you can about a prospect before contacting them. You can view customer interaction histories, account details, and contact histories through CRM data. Sales representatives can have more meaningful discussions with prospects when they have this information at hand.
Contacts are found by LiveAgent in what way?
It displays all customer interactions, their context, channels, and previous conversations in LiveAgent CRM.
Every client can have a private note written so that nothing is forgotten.
LiveAgent is available for free if you do not already have it. You can try the software for 14 days for free to see how it works and if it fits your needs.
Where can I find contacts?
- Built-in LiveAgent CRM
- Plugin from a third party
Analyze your past customer interactions
In the future, you can learn from past interactions with a customer how to approach them.
Should we learn from our past interactions?
Consequently, you can avoid repeating the same mistakes, identify topics to avoid, and find out what your customers are interested in. Using this information, you can better meet the needs of your customers, trust and build credibility, and build trust with them.
In what ways can past interactions be used to our advantage?
Find out which colleagues or sales representatives have previously dealt with this customer. Consider using a CRM system to gain a better understanding of past customer behavior.
By consolidating multiple channels under LiveAgent, you can gain valuable insight into your tickets.
If you want to find out more about your previous interactions, how can you do that?
- LiveAgent’s universal inbox
- sales funnel
When you outsource customer care, you are hiring a specialized team to help you achieve your goals.
At the same time, you must stay on top of the team to get the desired results.
If you don’t take charge and manage the team, you will likely not see the results you expect.
Review and manage to the daily, weekly, and monthly metric reports and dashboards.
Work with your customer support outsourcer to adjust the program as needed.
A good SOW will enable adjustments.
