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How to Elevate Your Client Experience as an Equine Professional

Providing your clients with the ultimate experience is a goal that is common in the equine professional world. There’s nothing better than a happy horse and rider! But how do you elevate your client experience as an equine professional? I’ve come up with 5 easy tips to help.

1. Make it Easy to Get in Touch with You

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 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).

3. Use a Client Relationship Manager (CRM) to create workflows + automate your systems

There’s nothing worse than wasting time (yours or your clients). The best way to avoid this? Use a CRM like Honeybook to create workflows and automated systems. 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 client’s experience as an equine professional. It also helps make them feel special. But what kind of gifts can you offer?

Vendor lists are one of my favorites. You can compile a list of your favorite vendors to work with. Choose two or three vendors from each category (Veterinarians, Equine Bodywork Professionals, etc.). You want to ensure that your clients have an alternate option if one vendor 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 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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