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Recent content by buildpax

  1. buildpax

    Anyone Doing CRM Optimization?

    IDEA FEEDBACK 
    Does Anyone Do CRM Optimization? Backstory I run a digital marketing and lead generation agency and am planning to add CRM Optimization as a feature of our core service offering. I'm adding this because I've found that our clients' CRMs are a "blackbox" of critical information on lead statuses...
  2. buildpax

    How Do You Overcome Customer Trust Issues?

    PEOPLE 
    You're totally right, but some clients become very emotional when they face a new service–especially a creative service that's very involved. I'm more managing for overwhelm than giving them a play-by-play of expectations.
  3. buildpax

    How Do You Overcome Customer Trust Issues?

    PEOPLE 
    In this case I charged the full amount after two weeks rather than the usual 30 days. But I'm going to try the full setup upfront approach with a healthy dose of expectation setting and over communication. Since clients really just want to have a sense of where things are going, I'm going to...
  4. buildpax

    Anyone using Zapier? What cool Zaps have you setup?

    This seems interesting. Think an automation like this could be set up on Google Local Services ads?
  5. buildpax

    Just read your article about the Teflon tape. Great stuff. Whenever you're in the Miami area...

    Just read your article about the Teflon tape. Great stuff. Whenever you're in the Miami area, your cafecito's on me.
  6. buildpax

    How Do You Overcome Customer Trust Issues?

    PEOPLE 
    I successfully used to charge a split rate of 50% upfront and 50% on completion. But moved to date-based billing because clients have a tendency to hold up projects and move payment dates. Because of this change I've been toying with trying to blend the approaches, it's clear this isn't clear...
  7. buildpax

    How Do You Overcome Customer Trust Issues?

    PEOPLE 
    Sharing all tasks completed in a more frequent way is exactly what they've expressed wanting to see. You're spot on when you say "I don't think are super valuable to me"... But the client loves it. And it's understandable, they've paid a good deal of money and are totally new to this whole...
  8. buildpax

    How Do You Overcome Customer Trust Issues?

    PEOPLE 
    Absolutely, right. I used to charge clients the second fee 30 days later. But I started to reserve that for only those clients on our Best plan. All others pay upfront with the option to have the setup split into two installments. Update since posting: I opted to face this challenge head-on and...
  9. buildpax

    How Do You Overcome Customer Trust Issues?

    PEOPLE 
    Bookmarking this for future reference. It is pure gold. Truly, thank you. Your approach is right out of Dale Carnegie's How to Win Friends and Influence People, give them a reputation to live up to–paraphrasing that part, don't hold me to the exact verbiage.
  10. buildpax

    How Do You Overcome Customer Trust Issues?

    PEOPLE 
    I thought it was clear during our meeting that's what I was doing. Essentially I was cutting him a break because he asked for it. I said I can split the setup fee, which I usually collect 100% of upfront, into two payments to make it a little softer of a blow. I guess it didn't register.
  11. buildpax

    How Do You Overcome Customer Trust Issues?

    PEOPLE 
    Part of what I do in my business is web design. More and more lately I've been having this issue with new clients that goes something like this: 1. We meet and discuss their needs. 2. We agree on the scope of the project and that I'm able to do the work. 3. I explain how I charge on a...
  12. buildpax

    Monogamy is hard...

    MINDSET EXECUTION 
    It's days like today when my entrepreneurial exuberance is kindled hotly. There's an opportunity I want to capitalize on but it would be in a completely different business. I already cut ties with all side projects. But sometimes I look in my SEO keyword tool and see something like this: And...
  13. Screenshot 2025-02-23 at 11.42.13.webp

    Screenshot 2025-02-23 at 11.42.13.webp

    • buildpax
    • Media item
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    • Category: User Media Uploads
  14. buildpax

    How to Win the Day, Crush Your Goals, and Make 2024 the Best Ever with MJ DeMarco

    GOLD! HOT! EXECUTION 
    @MJ DeMarco this was the exact thing I was concerned about getting started with the paper version. Also, when you used the pen and paper version, how did you manage having many different categories of goals? For instance, losing 25 lbs in 6-12 months and building a profitable productocracy are...
  15. buildpax

    Fastlaner Feedback Call to Arms

    SCALING 
    Hey Fastlaner, Can you spare two C.E.N.T.S.? I'm looking for advice on how to possibly pivot or augment my existing business to be more fastlane and leverage more of the CENTS framework. Fastlaner Feedback Call To Arms (Password: FastlanerEyesOnly)
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