How to transfer business to clients in 3 steps

How to transfer business to clients in 3 steps

Working with clients comes in waves. Sometimes it seems like you can’t catch a new client even if your life depends on it, while in other cases you have so many new projects in a row that it’s impossible to finish them all on time.

This is where outsourcing can help. In this post we will go over benefits of outsourcing client business and then show you how to do it in three easy steps.

Benefits of outsourcing for clients

While you may want to outsource client business for a number of different reasons, most agencies have the following benefits from outsourcing:

Improved processing time

Outsourcing a client business can help you deal with it feast or famine agency business. Instead of need hire more people when things get busy (or worse, when you have to fire someone when there’s no work), you can simply leave the job to a freelancer.

This will help you improve the processing time of your services and ensure that you consistently meet deadlines.

In turn, faster processing times will increase customer satisfaction and improve customer retention rates.

Reduced overhead costs

By outsourcing some or all of your clients’ work, you reduce the number of full-time employees you need to run your agency. This means less money spent on salaries, benefits and other costs related to hiring full-time workers.

Reduced overheads, in addition to being a benefit in themselves, will also allow you to improve your profit margins while offering more competitive prices.

Extended range of services

As great as your team is, I can’t be good at everything. Outsourcing work will allow you to expand your range of services by allowing you to offer services for which your internal team has no expertise.

By expanding your range of services, you will be able to attract more customers. If you incorporate these new services into your existing packages, you will provide more value to your customers and, as a result, get the opportunity to charge more.

Better service

Doing business with clients means you will be able to offer more different types of services, be provided by specialized professionals, and improve processing time. All this will result in offering your customers a better service.

Offering better quality service, in turn, means you will be able to charge higher prices and keep customers longer. You will also find it easier to gain new customers thanks to your improved reputation.

How to transfer business to clients

Sold outsourcing? It should be. Keep reading to find out how you can get started with clients ’external work.

1. Determine your needs

The first step to outsourcing customer service is to identify your needs. Ask yourself these questions:

  • Do you want to leave the job temporarily or will you need outside help on a permanent basis? This will help you choose between different freelancers and allow you to potentially negotiate better prices.
  • Do you want to externalize the whole project or certain parts of it? The answer to this question will determine what kind of skills and expertise you should look for in a contractor or freelancer.

2. Find the right freelancer

They are millions of freelancers there. How to find the one that best suits your needs? Look for these things:

  • Skills and experience relevant to the project – You want to make sure that the freelancer you hire has skills and experience that are relevant to the project you want to hire. They have had to successfully complete several similar projects in the past.
  • Communication skills – Since you will probably work with a freelancer remotely, it is imperative that they have excellent communication skills. This will help keep the project running smoothly and ensure that both you and the freelancer are on the same page when it comes to project requirements.
  • Responsiveness – The freelancer you choose to work with should also respond to your messages within a reasonable time. You don’t want to outsource the project to someone who won’t reply to your email for days.

3. Use the right software to manage your freelancer

Uncertainty is one of the main reasons why agencies refrain from outsourcing projects. When you leave the job to a freelancer, you have no idea what they are doing at any given time and how they approach your project.

If you are charged per hour, you also have no way of finding out how many hours you actually spend on your project.

This is where tools like Hubstaff i Hubstaff Tasks can help. You can use Hubstaff to track the time a freelancer spends on your project and pay for them directly through the software. Tracking apps and URLs, as well as optional screenshots, will help you see what the freelancer was doing during the hours they charged you.

Hubstaff Tasks, on the other hand, helps you manage all the jobs you leave to a freelancer. You can create tasks and projects, assign them to freelancers and easily track progress. Task checklists, comments, mentions, and daily stand-up ensure that everyone stays on the same page when it comes to task and project status.

Don’t wait – start with the client’s external work today

Client engagement will help you improve processing time, reduce overhead costs, expand your service offering, and enable you to offer better service.

With all these benefits, there really is no excuse not to outsource at least some of the work you do for your clients. Start by giving a small project to outside collaborators and see how it goes. Make sure you leave enough time to take into account that your new freelancer is potentially late with the delivery of the project.



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