Virtual Client Intake, Care & Support
By entrusting your client intake and Customer Relationship Management (CRM) to a Freedom Maker virtual assistant, you gain peace of mind knowing your clients are nurtured, communication is streamlined, and your business can continue to grow.
Elevate Your Client Relationships with Personalized Care and Customer Relationship Management
Improved Resposiveness
With a Freedom Maker managing your client communication, every inquiry and lead is addressed promptly, ensuring no client is left waiting for a response.
Streamlined Onboarding
Freedom Makers ensure that new clients are welcomed smoothly with personalized emails, organized workflows, and clear next steps, creating a seamless onboarding experience.
Increased Client Satisfaction
By maintaining timely communication and keeping clients informed, a Freedom Maker helps you nurture strong relationships and boost overall client satisfaction.
Let a Freedom Maker Strengthen Your Client Connections
Effective communication and prompt responsiveness are essential to building strong client relationships. At Freedom Makers Virtual Services, we understand that nurturing current and potential clients requires dedicated attention. Our Freedom Maker Client Care Assistants ensure no client or lead goes unanswered so your business grows in its reputation as being responsive and professional.
Our experienced Freedom Makers will manage your client communication from start to finish, allowing you to respond promptly with templated emails that save time while delivering personalized care. Whether welcoming a new client, answering inquiries, or following up on leads, a Freedom Maker ensures every client receives the attention they deserve without draining your time. This time-saving aspect is particularly beneficial for busy business owners and managers.
Contact our
Discovery Team today to learn how a Freedom Maker can help you increase client satisfaction and enhance the quality of your service.
Tiffany S.
Freedom Maker Virtual Assistant
Tiffany brings over 20 years of customer service experience to her role as a professional virtual assistant. Specializing in client intake, CRM systems, and onboarding, Tiffany has built a reputation for being proactive, efficient, and detail-oriented. Her depth of knowledge spans various administrative functions, including calendar management, scheduling, travel arrangements, budget management, and database administration, making her a versatile asset to her clients.
With a strong command of platforms like Asana, Hubspot, and Google Suite, Tiffany seamlessly manages client onboarding processes, ensuring smooth transitions and clear communication with both new and longtime customers and clients. Her attention to detail handling customer data helps her clients stay organized, track customer interactions, and build lasting relationships. Tiffany's initiative shines as she anticipates client needs, facilitates project management, and helps streamline processes to help businesses stay organized.
Clients have praised Tiffany's dedication and ability to deliver exceptional results. Highlighting her initiative and problem-solving skills, one client told us, "Tiffany is awesome! She uses initiative and thinks critically about solving problems or helping me solve problems. I intend to expand her role into CRM management and more."
Tiffany is a proud Navy spouse and mother. She and her family are currently settled on the East Coast, where she is a dedicated volunteer while supporting her clients. Her love for travel, experiencing new cultures, and crafting brings a sense of creativity and adventure to both her personal and professional life.
Client Case Study
CRM, Marketing & Administrative Support for Thriving Insurance Coaching Business
The Challenge
Brandon, an active duty military member, also manages his own rapidly growing life insurance and coaching business. He needed support to keep up with the demands of his expanding client base and was concerned that he lacked an effective CRM system. He knew he needed someone reliable who could help manage day-to-day operations and suggest and set up systems that could support his business growth.
The Approach
Brandon wanted a Freedom Maker to act as a teammate and a partner. He needed someone who could not only handle his current administrative workload but also make process improvements. He looked for someone talented with client onboarding, CRM systems, and general administrative support, such as email management, meeting coordination, calendar management, marketing, and client data entry.
The Outcome
Brandon has worked with his Freedom Maker, Sarah, for over two years. Sarah handles Brandon's email, calendar, and client data entry and has provided marketing support by handling newsletters and blogs. Her work has freed Brandon's time to concentrate on strategic growth. With her guidance, they began experimenting with other tools, leaving the door open for a future CRM solution that both he and Sarah would be comfortable using.
How Can A Freedom Maker Help With Client Intake & Care?
Manage Client Intake and Data Entry
A Freedom Maker virtual assistant can ensure that every new client’s information is accurately captured and entered into your CRM system (or Google Sheets - if you don't have a CRM yet!) From lead generation to full onboarding, your assistant will organize and update client data, ensuring nothing falls through the cracks.
Handle Client Inquiries with Responsive Templates
Freedom Maker virtual assistants manage incoming client inquiries, using customized, templated responses unique to your business to make sure communication is consistent and timely. Whether responding to potential leads or addressing current customer questions, a Freedom Maker helps you maintain professionalism and responsiveness.
Organize and Update Your CRM
A Freedom Maker will oversee your Customer Relationship Management (CRM) system, keeping client information up-to-date and organized. They can categorize clients, track interactions, and ensure follow-ups happen on time, giving you full visibility into where each client or lead stands in the sales funnel. If you don't have a CRM yet, your Freedom Maker will help you find the right one and get it set up for your business.
Streamline Client Onboarding Processes
Freedom Makers help develop clear workflows for bringing on new clients, from capturing initial details to sending welcome emails and onboarding materials. By standardizing this process, you can provide a seamless experience for every new client.
Tools and Plaforms Used By A Client Intake, Care & Support Specialist
Freedom Makers support their clients with various programs and platforms for client intake, CRM system, customer tracking, and related tasks. These platforms provide robust systems for managing customers, tracking tasks, and ensuring smooth operations across different client engagements.
Armed with tools to streamline your operations and improve client relationships a Freedom Maker virtual assistant can quickly implement effective processes to manage workflows and automate routine tasks, allowing you to concentrate on business growth instead of daily administrative tasks.
Let us help you improve your customer satisfaction.
What it is Like Working With Us
01
Discovery
We learn as much as we can about your business and your goals. Our Discovery Team helps you craft your opportunity description before we send it out to our community of Freedom Makers.
02
Find a Dedicated Freedom Maker
We then research our pool of virtual assistants to find the right match for your business. Freedom Makers who are skilled and qualified apply to be considered for your opportunity.
03
Selection Call
We will provide you with up to four Freedom Makers we feel would be a good match for the support you need. You interview candidates to find your perfect match.
04
Get Started
Once you find the right virtual assistant to support your business, we then onboard you into our system and schedule a Kick Off Call so you can get started with your Freedom Maker.
05
Ongoing Support
Our Success Managers monitor your relationship as it develops. We provide multiple tools for success as well as touch points and check-ins to ensure your experience is a positive one!
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