Copy My Exact Sales Process To Book MORE Clients!

If you’re struggling with how to sell to your services, stick with me because I’m going to give you my EXACT sales process that really works. Over the years I’ve generated hundreds of thousands of dollars in revenue from freelance design projects and online sales including sell courses and digital templates.

The other day I was chatting with some other business owners and someone asked, “What do you think is the most important skill to have in business.” Some of us answered “Knowing how to sell” and you know what? We were TOTALLY right.

Knowing how to sell is the MOST important part of running a business. Sure, you can create a high quality product or be the very best at what you do. But if you’re not able to sell – what good is any of it?

Most business owners will agree – they suck at sales (I’ve been there too) and the truth is, you don’t suck – you just need to learn to put yourself in your clients shoes.

Let’s walk through the steps you should be taking in order to book MORE clients.

How To Respond To An Email From A New Client

When a potential client reaches out to you, they’ve already expressed an interest in your services – which is a great start!

You’ll want to make sure you follow up very quickly with information about your services and offer to schedule a call.

Let me repeat that: timing is crucial. The quicker you reply, the better the chance you’ll hear back from that client.

Here’s my template for responding to new client emails, which you can copy and use for your own business:

Hi [client name],

Thank you so much for reaching out! 

Attached you will find more information about my background, services, client work and details about branding and website rates, timeline and process.

Right now I have one spot available for [month].

I’d love to hear more about your branding goals and your business. 

The next step would be for me to send over a contract for you to review and complete. 

I’m happy to answer any questions you might have or jump on a call to chat.

There are two very important parts that go along with this email:

1. After the email, embed a tentative meeting time from your calendar using Calendly. This cuts down on the back and forth of choosing a day and time and gives the client instant access to your calendar.

2. Attach a PDF guide of your services. Why have this when they can just see what you offer on your website? I’m going to explain in the next section, let’s go!

Create a Service Guide as a PDF

I learned this little trick a while ago and it’s been working like a charm ever since! 😉

When you email a potential new client, attach a PDF to the email with your services, biography, welcome message, process and client testimonials.

This puts a tangible document in your clients hands that not only lays everything out about what you offer and why they should hire you – but it’s make your client more likely to remember YOU among the competition.

Remember that your new client is also reaching out to other people that do what it is you do – you need to be the one they want to hire!

I can’t tell you how many times (really I can’t, it’s been TOO MANY) where a client has decided to hire me and said “I just love the PDF you sent me, I want to create one just like that for my business.”

Now, I have a quick and easy solution for you to create your own service guide for your business to help you book more clients. Grab this Workbook Canva Template along with the Client Welcome Guide Canva Template to create your own service guide for your business.

I promise, your new clients will be so impressed by your creation!

Finally, Be Clear About The Next Steps

Finish up your email by outlining the exact steps you’ll both need to take in order to book this project. Leaving a conversation open-ended is never a good idea. Clients like to know what they need to do next in order to hire you and they shouldn’t have to chase you to find out!

I like to end my email (in the example above) with clear steps on how to move forward:

The next step would be for me to send over a contract for you to review and complete.
I’m happy to answer any questions you might have or jump on a call to chat.

This makes it obvious to your client that if they want to move forward, the next step is for them to sign a contract or schedule a phone call to discuss project details.

Send a Follow Up Email To A Potential New Client

After you’ve sent your first email to a potential new client using the tips mentioned above, it’s time to give them a few days and then follow up again.

If the client hasn’t booked a call with you, you’ll want to send them an email to nudge them along. The goal is to get them to respond in any way possible so that you can keep the conversation going.

Here’s an example follow up email which you can copy:

You had inquired recently about [the service they requested]. I wanted to see if you had hired someone or perhaps put it off?

Truly, I would love to work with you on this. If you wouldn’t mind hitting reply and letting me know where you’re at so that I don’t bother you again 🙂

Thanks so much,
[Your Name]

p.s. I’ve attached my latest guide for you to take a look at. 

This email works so well because it puts you at the top of your clients mental to-do list. You’ve just reminded them about your email and asked for them to respond whether they intend to hire you or not.

Most times you’ll find that a client does want to hire you and they’re still mulling over the information. Your follow up email proves to the client that you’re: organized, motivated and you’re so in-demand that if they don’t hire you soon – you’ll be booked out!

Summing It All Up…

Once you find the process that works best for you and gets you hired – stick to it and use it like a formula. Your clients will admire how organized you are and you’ll be booking new clients left and right.

Have a question about this post? Ask me in the comments below and I’ll be sure to reply!