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How to Elevate Your Equine Professional Client Experience: 5 Tips for Success

Giving your clients the best experience possible is ridiculously important as an equine professional. Not only does it feel great to watch a happy horse + rider, it’s also helpful for the longevity of your business. In this post, I’m going to walk you through how to elevate your equine professional client experience with 5 easy tips for success.


1. Make it Easy to Get in Touch with You as an Equine Professional

Believe it or not, the experience begins for the client the moment they find you. If they’re finding you online, you want to make sure that it’s easy for them to figure out how to get in touch with you. This means having a website design that is easy to navigate with a clear call to action.

A client that has to work to figure out how to send you an email (or find the information they’re looking for) will start the journey frustrated. And let’s be clear – this is the last thing you want to happen!

2. Create and send a welcome packet to clients

Beginning the client experience with a welcome packet is a great way to start. A welcome packet includes everything that your client needs to know about working with you. Not only is it a nice touch, but it’s a great way to educate your new clients on what to expect and how to communicate. Some of the things you can consider including:

  • Timelines for Working Together
  • Methods of Communication
  • FAQ’s
  • Rundown of what’s included in their package
  • A little more about you + your business
  • Payment Schedule

Your welcome packet will provide valuable information to your new clients in a lovely, on-brand package. It also saves them the trouble of having to ask questions in the future (which will save you tons of time and really elevate your equine professional client experience).

3. Utilize a CRM to Streamline the Equine Professional Client Experience


There’s nothing worse than wasting time (yours or your clients). The best way to avoid this? Use a CRM like Equipro Connect to manage appointments and client information. You can automate communication and payments for your clients, no matter what type of equine professional you are. Having things automated will prevent the dreaded “I’m so sorry I forgot…” moment that sometimes comes with working on larger projects. This can also be ideal for recurring transactions (like board and training).

Your clients will appreciate how organized and professional your service is, and you’ll appreciate how easy it is to stay on top of your business.

4. Offer exclusive bonuses to clients from other Equine Professionals.

Offering bonus gifts can be a great way to elevate your equine professional client experience. It also helps make them feel special. But what kind of gifts can you offer?

Partner or vendor lists are one of my favorites. You can compile a list of your favorite partners to work with. Choose two or three from each category (Veterinarians, Equine Bodywork Professionals, etc.). You want to make sure that your clients have an alternate option if one person doesn’t work out. If you partner with any vendors or other businesses that offer a discount to your clients, this is also a great thing to add.

5. Reward Clients for Referrals

A referral from a previous client is the greatest compliment you can get as an equine pro. It means that they appreciated their experience and wanted to share it with friends. Providing a small bonus to clients who refer to you is a great way to say thank you. It will also continue the great experience for them. Rewards don’t have to be large – it can be something as small as a $5 gift card to Starbucks!

Elevating your equine professional client experience isn’t difficult, when you have the right tips to work with! If you’ve implemented any of these tips, I’d love to know about them. Share this post to your social media + tag me in your post so I can see what you’ve learned.

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