How to automate your paperwork and impress your new clients

The first thing you’re gonna need to do is to buy your clients a new pair of socks because theirs are going to be knocked off when you use this little trick.

This week, I worked alongside a personal trainer to help him set up online automated payments and a one-page payment website, which would enable him to convert his Instagram audience into paying customers.

However, when we were getting his page set up, he asked if it was possible to get the customers to complete a fitness questionnaire before their initial planning meeting.

For any service business, collecting some paperwork is generally the first step before the work begins. Obviously, this is an extremely important part of the process to begin planning your strategy.

However, the question we're looking at is:

Is there a more efficient way?

You know, than spending your first meeting watching your client nervously stumble through your forms and contracts.

You may have already guessed what my answer is from the fact I’ve decided to write a blog post, but hopefully once you hear out my suggestion, you’ll agree that the answer is a big fat whopping yes.

Payhere X Airtable

Payhere enables you to instantly direct your customer to an Airtable form following successful payment.

That means that even before you contact your client, you will know exactly what they hope to achieve. You can therefore rock up like one seriously prepared business person.

(Hence their socks being knocked off).

How does one implement such useful technology?

1. Create your payment link

Easy peasy- just sign into your Payhere account (or create one, if you haven’t already for some crazy reason! In fact, if you haven't done that, screw this blog post, you've got something much more important to do right here.)