Customer On-Boarding Strategy: Gifting

This episode, Vance is joined by marketing and customer relationship expert Meredith Rhoades. While we talk a lot about marketing and customers, the big take away is the necessity that every small business have a CRM (customer relations management) system. even if it is just a spreadsheet Meredith Rhoades, a Business Advisor with Thryv for over 19 years helping hundreds of local small businesses with their advertising, marketing, websites, social media management, business software and CRM as well as search engine optimization.  As there are many options and it can be quite overwhelming, Meredith works with the client to create the best solution for their business.   Meredith is focused on helping small to medium size business owners maintain and grow their market share through affordable, state-of-the-art business automation software and leads solutions.  She has a 19 year old daughter, 17 year old son and three cats. She has worked for the same company since 1996 –the methods have changed but the mission is the same—to help small business succeed. Links: My Digitial Business Card    [email protected] https://m.facebook.com/meredithbusinessadvisor https://www.instagram.com/meredithbusinessadvisor/ http://linkedin.com/in/meredith-rhoades-aa1aab46

Vance interviews Morry Zelcovitch, The World's First And Only Brainwave Entrainment Engineer  As a child Morry had many problems ranging from hearing thousands of voices in his head to severe depression. He also had a very big mouth, was always getting into trouble and was unbelievably accident prone. Something inside him made him start looking into the brainwave entrainment field when he began to observe that sometimes, time would seem to move faster and more pleasantly than other times. He eventually made the connection that when time seemed to move quicker the sounds, he was hearing were more rhythmic in nature. And when time seemed to painfully stand still, the surrounding sounds were far more disjointed. After many years of using other people’s products, with some limited success, he was determined to figure out why these recordings seemed to work only in a minor way, when all of the research he read suggested the effects should be more dominant than what he was experiencing. He decided that the best route to understanding was learning at the feet of an expert in the field. So he contacted the worlds foremost expert in the field of brainwave entrainment and discovered some invaluable secrets that he could not get anywhere else. Now he has conquered those extra voices in his head and severe depression, and his mission in life is to help others improve the quality of their lives without the use of dangerous and habit-forming drugs. Morry Zelcovitch  The World's First And Only Brainwave Entrainment Engineer  Skype - morryzelco  https://www.linktr.ee/morryzelco

Daryl Dexter is known for creating or fixing the user experience when it comes to technology. He was brought into Synchrony at the time to enhance the whole mobile experience from your phone or a tablet, if the cashier is using a tablet, I like to simplify that experience as much as humanly possible. It's not fun getting a credit card. daryldexter.com or area87.io are the best ways to get in touch with Daryl. Vance Morris is a Walt Disney World Resort Management Alumni, having spent 10 years as a leader in the Resorts. He runs the only XPerience Systems & Direct Response Marketing business on the planet. Here he coaches companies to create XPerience Service Systems and then monetize them through direct response marketing. Longest Reigning Marketer of the Year (2015-2019) , GKIC/NOBS/MM & Dan Kennedy Award Winner.  Vance can be reached at www.DeliverServiceNow.com or [email protected] .

Vance interviews Rich Hall, Certified Exit Planning Advisor (CEPA) with Silver Fox Advisors, who specialize in small and mid-market business growth and exit preparation advisory services. Rich answers these questions about preparing to exit your business: What’s this transition of wealth you’re talking about? Baby Boomers own about 2/3 of all privately held businesses. Over the next 2 decades, they’ll be looking to sell or transfer their business so they can retire. That’s estimated at $7 Trillion of wealth will potentially transfer to someone else. If the business is generating positive income, what are some reasons why it won’t sell? Too much dependence on the owner, Too high a concentration of clients (20% of revenue from single client or client group), Services company that relies on people that may leave if owner sells for the business owners out there, what should they be doing? First, they need to get a picture of what the company is truly worth. It may be worth more than they think or a lot less. Most companies today are valued by a multiple of EBITDA (a form of net profit), They should also look at the company from a buyer’s perspective. What would be the value from a pure investor? What gaps exist in people, processes, systems, sales/marketing, etc. To find out more, Rich can be reached here: www.richhallgroup.com +1.713.301.5606 Thanks for listening to the Systematic Magic Podcast. If you like what you heard, go to our website: Deliver Service Now .com so you do not miss a single strategy. Join Vance’s crusade to eliminate poor client or patient experiences around the world. Go to Deliver Service Now .com right now

Arliss is an amazing business consultant that truly wants to see businesses grow. She specializes in organization, process, and streamlining operations so that entrepreneurs can get out and have more fun. Her business is based in Hawaii but has clients all over the US. She is known as The Ideas Queen as she is an outside the box thinker.  She loves working with business owners that are hungry for knowledge and are lifelong learners. She can be reached at www.soullutions.com or here is a link to sign up for a free Business Coaching Session or to gift a free coaching session to someone who would benefit from it: https://calendly.com/soullutions/30min 💵 FREE Customer Service / Customer Experience Tips: 👉 https://www.deliverservicenow.com | Customer experience coaching and training strategies, skills & tips from Vance Morris the only The ONLY Client Experience & Direct Response Marketing Strategist on the Planet , to help you create memorable experiences for customers AND employees. These skills will have you attracting your ideal clients (one’s that stay, pay and refer) have engaged employees, and make more money. 💻 RESOURCES MENTIONED IN THIS VIDEO: ▸ https://www.DeliverServiceNow.com ABOUT Vance Morris =================== Former Birth Control Factory Security Guard turned Disney Leader, turned Bankrupt Out of Work Executive, turned Carpet Cleaner, turned Successful Entrepreneur.

When you are in a commodity business, how and when do you separate yourself from the competition? Right at the beginning and with a gift. In this episode, I breakdown a marvelous gift that Dog Groomer, Allison Pearson, gives to new clients in order to welcome them and make them feel special. She has done a marvelous job including many items that don't even have to do with dog grooming! 💵 FREE Customer Service / Customer Experience Tips: 👉 https://www.deliverservicenow.com | Customer experience coaching and training strategies, skills & tips from Vance Morris the only The ONLY Client Experience & Direct Response Marketing Strategist on the Planet , to help you create memorable experiences for customers AND employees. These skills will have you attracting your ideal clients (one’s that stay, pay and refer) have engaged employees, and make more money. 💻 RESOURCES MENTIONED IN THIS VIDEO: ▸ https://www.DeliverServiceNow.com #customerexperience #clientexperience #customerservice #customerservicetraining #Disneytraining

In this episode Vance Morris, host of the Systematic Magic Podcast, discusses the negative impact of processes and procedures that make it harder for customers to do business with a company. He calls this the "sales and service prevention department," and shares examples of his own frustrating experiences in a shoe store and at an airport. Morris emphasizes the importance of making business processes easier for customers, rather than creating unnecessary barriers. While he recognizes the value of having procedures in place, he encourages companies to reevaluate any policies that may be hindering sales or customer service. Morris also promotes his new magazine, The Experience Report, which provides news and marketing strategies for businesses looking to improve the customer experience. He encourages listeners to implement the strategies discussed on his podcast and in his magazine to eliminate poor client experiences. Author of the book ⁠⁠“Systematic Magic, 7 Magic Keys to Disnify Any Business”⁠⁠ For more on Disney Style Service and small business marketing or having Vance speak at your next event or meeting, check out the free special report ⁠⁠"Systematic MAGIC, How to Disnify Any Business"⁠⁠. Vance Morris is a Walt Disney World Resort Management Alumni, having spent 10 years as an executive in the Resorts. He runs the only Disney Service & Direct Response Marketing business on the planet. Here he coaches companies to create Disney Style Service Systems and then monetize them through direct response marketing. He is also the longest reigning ⁠⁠GKIC Marketer of the Year⁠⁠. He can be reached at ⁠⁠www.DeliverServiceNow.com⁠⁠ or ⁠⁠[email protected]⁠⁠ . For speaking engagements, please visit ⁠⁠www.vancemorris.com

We all have a special gift. During this episode, Vance interviews Jonathan Adrien, a motivational speaker and a thought leader in leadership development and youth empowerment. He holds a Master’s degree from Penn State University in Leadership Development. He can be reached at https://www.motivationbyjon.com/ Author of the book ⁠“Systematic Magic, 7 Magic Keys to Disnify Any Business”⁠ Author of the new book “⁠Tales From the Customer Service Crypt⁠. 10 Tales of Customer Experiences So Poor, They Should Be Buried In a Crypt For All Eternity. AND 47 Actionable Strategies, Questions, or Tactics You Can Use Right Now to Improve Your Client / Patient Experience For more on Disney Style Service and small business marketing or having Vance speak at your next event or meeting, check out the free special report ⁠"Systematic MAGIC, How to Disnify Any Business"⁠. Vance Morris is a Walt Disney World Resort Management Alumni, having spent 10 years as an executive in the Resorts. He runs the only Disney Service & Direct Response Marketing business on the planet. Here he coaches companies to create Disney Style Service Systems and then monetize them through direct response marketing. He is also the longest reigning ⁠GKIC Marketer of the Year⁠. He can be reached at ⁠www.DeliverServiceNow.com⁠ or ⁠[email protected]⁠ . For speaking engagements, please visit ⁠www.vancemorris.com

A little bit of a different podcast this week. I interview Alexis Sonder with the J.Galt company about the importance of creating and maintaining business credit, as opposed to personal. Alexis takes you step by step through the process Alexis worked for Louis Vuitton in sales and merchandising for the stores in Pennsylvania, New York, DC, Virginia and Maryland. It is there that she received world class sales training that money could never buy which helped to elevate her idea of customer service and it’s also where she learned how to create the ultimate customer experience. With all of this business experience and desire to be her own boss, in January 2023 she started her own business funding consulting practice consulting small businesses. As a certified business credit specialist, she understands the importance of separating personal finances from business credit. She can help small to medium size businesses build a robust credit profile on the EIN number attached to their LLC, so they can fund their business without ever risking their personal credit. She can be reached at [email protected] / https://jgalt.io/asonder / Or text her at 610.733.7343 Vance Morris Author of the book ⁠“Systematic Magic, 7 Magic Keys to Disnify Any Business”⁠ Author of the new book “⁠Tales From the Customer Service Crypt⁠. 10 Tales of Customer Experiences So Poor, They Should Be Buried In a Crypt For All Eternity. AND 47 Actionable Strategies, Questions, or Tactics You Can Use Right Now to Improve Your Client / Patient Experience For more on Disney Style Service and small business marketing or having Vance speak at your next event or meeting, check out the free special report ⁠"Systematic MAGIC, How to Disnify Any Business"⁠. Vance Morris is a Walt Disney World Resort Management Alumni, having spent 10 years as an executive in the Resorts. He runs the only Disney Service & Direct Response Marketing business on the planet. Here he coaches companies to create Disney Style Service Systems and then monetize them through direct response marketing. He is also the longest reigning ⁠GKIC Marketer of the Year⁠. He can be reached at ⁠www.DeliverServiceNow.com⁠ or ⁠[email protected]⁠ . For speaking engagements, please visit ⁠www.vancemorris.com

Do you need a cash flow surge? Listen for a Disney strategy you can adapt into your business that will generate an immediate flow of cash, leads or prospects. Author of the book “Systematic Magic, 7 Magic Keys to Disnify Any Business” Author of the new book “Tales From the Customer Service Crypt. 10 Tales of Customer Experiences So Poor, They Should Be Buried In a Crypt For All Eternity. AND 47 Actionable Strategies, Questions, or Tactics You Can Use Right Now to Improve Your Client / Patient Experience For more on Disney Style Service and small business marketing or having Vance speak at your next event or meeting, check out the free special report "Systematic MAGIC, How to Disnify Any Business". Vance Morris is a Walt Disney World Resort Management Alumni, having spent 10 years as an executive in the Resorts. He runs the only Disney Service & Direct Response Marketing business on the planet. Here he coaches companies to create Disney Style Service Systems and then monetize them through direct response marketing. He is also the longest reigning GKIC Marketer of the Year. He can be reached at www.DeliverServiceNow.com or [email protected] . For speaking engagements, please visit www.vancemorris.com