Creating a Customized Approach For Every Client

These days, many clients are asking for a customized service experience. They want to receive quality deliverables geared to generating results for their specific goals.

No two clients are the same. They have unique needs, interests, and capabilities, which means they need different strategies for success. A customized approach means providing services specifically tailored to each client. It takes some more work, but your clients will feel–and see–the difference!

Why customization yields better results

Providing the same templates and solutions to every single client won’t result in the best client experience.

In the case of clients at Upwell Strategies, one client may need more attention on marketing their business, while a different client needs to focus on business development. We’ve known since the beginning that cookie-cutter solutions aren’t optimal for our clients. We’d venture to guess the same is true for your clients! The type of strategy a client should pursue depends a lot on their current stage in business, their processes, systems, pain points, and goals.

Offering customized services means you really listen to client needs and are attuned to what strategies will work best for them. As the expert in your field, you can provide insight into what solutions are optimal for your clients. By providing these custom strategies and tailor-made solutions, you will also have a clear understanding of what it will take for your client to succeed long-term.

Customization involves designing individualized solutions for each client–which could take more time. But customization provides exceptional service and quality outcomes to your clients. All of this leads to more satisfied customers and keeps your business competitive long-term.

How to incorporate customization in your offers

All service-based business owners can infuse customization into their offers. How can you do this for your business?

• Before you build your offers, do market research to see what your target audience needs. Use the insight the research provides to build a few variations of your offers.

• Get feedback! Check in with your client frequently to see how the process is going. You won’t be able to offer customization if you aren’t sure what they want.

• You can also take advantage of technology. There are many CRM software options to help manage client information and keep track of data analytics. Try to see the patterns in what clients want so you can anticipate their needs. You’ll be able to make improvements to your business processes–and in turn, deliver smooth, customized services down the road.

• If it’s harder for you to create something custom, consider having your highest ticket offer have the most customization. Many clients will pay extra for the level of customization you provide!

Customization doesn’t mean a lack of systems and processes

It’s crucial to have systems and processes to support customization. After all, you still need benchmarks and performance indicators to ensure you’re reaching your deadlines and financial goals.

Customization doesn’t mean throwing your processes or current offer suite out the window. Without streamlined workflows, you might have extended project timelines, inefficient procedures, and client communication problems.

Your systems help keep you on track. Make sure you have clear and organized processes, clear boundaries, and set prices for every custom solution BEFORE you start offering customizations. Otherwise, you might need to adjust your business model to handle the extra demands of customized services.

An example of how to customize your offers

Let’s look at how we provide a customized approach here at Upwell.

We come prepared with a strategic project structure for all clients. This workflow involves stages of planning, designing, and development. It also includes firm touch points such as client deadlines and client responsibilities. This structure ensures that projects operate smoothly and efficiently.

But within that framework, we leave space for custom support, custom solutions, and custom goal mapping. No project will ever be identical, and each solution is unique and tailored to client needs. A customized approach gives us the freedom to design innovative strategies for your specific business. We’ve found that leaving room for this customized support yields the best results for each client–because no two businesses are the same.

An offer suite like this relies on having your customization strategically planned before you onboard clients. Your offer suite needs to be established, and your add-ons need to be established before your client meetings. And you need to have clear boundaries in place with clients with these layers of customizations.

Customization at Upwell Strategies

Customization is a key principle at Upwell Strategies. No business is the same as another, so it shouldn’t be treated as such! We’re here to provide each client with exactly the support they need in order to reach their goals and achieve impactful results.