In Celebration of Small Business Week

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Christian had a problem. He was successful, too successful. After years of working as a dance instructor for established studios, he decided 2018 would be the year he would become his own boss. He was immediately successful, with a growing list of loyal students. Too many in fact. Trying to keep track of all the session bookings, not to mention rescheduling and cancellations, was about to make his budding venture stumble. Christian needed a digital scheduling tool to manage his bookings, but which tool? 

It seems like every business owner starts with a focus on the tool instead of the task. The amount of possible choices is staggering, overwhelming. It's no wonder companies spend too much on the wrong solution. It's enough to give technology a bad name.

If you are a business professional that doesn't have the time to text and evaluate all of the available tools, here's a process you can use to make the right choice, in record time.

Step 1 - Define the Customer Journey

I asked Christian to describe his customer journey. We jotted down each step in the booking process. How did existing clients make appointments We uncovered all the problems around changing appointments, how and when to charge for cancellations, how to make sure everyone in the process received up-to-the-minute information, while everyone was out and about. 

Step 2 - Figure Out What's Working

The best solutions are the ones that work. A quick Google search for Ballroom Studio scheduling revealed a successful studio in Denver with a killer online scheduling strategy. In less than 10 minutes we had a likely candidate for a solution.

Step 3 - Real-world Evaluation

Most digital tools are acquired as a subscription. They start with a free trial period to let prospective customers evaluation the platform to see if it's a good fit. I opened a trial account for the scheduling software. Here's what I learned. The platform met most of Christian's booking needs. It was easy to learn and use. The vendor provided phone support. 

Step 4 - Smart Acquisition

When a trial subscription ends, many vendors lure new customers by offering a discount for annual enrollment. I recommend starting with a monthly subscription for a few months. Trial offers come with a short duration.Annual contracts rarely are refundable. Better to start with a monthly term. It may cost more in the short term but could save plenty in the long-run.    

Digital Tools Assessment

Established firms acquire technology over time. Chances are, your company has a virtual closet full of technology you continue to pay for, but never use. At Leverage Unlimited, we use the Digital Tools Assessment to develop a custom toolbox for your company. It is a proven strategy you can use to reduce technology expenses immediately.

Small Business Week

The President has declared April 29 - May 5 Small Business Week