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Struggling to Find New Clients? Get Your FREE Online Guide

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At the heart of any service business are its clients. They’re the ones who pay your bills. Without clients there can be no profit.

Yet many service businesses struggle to find new clients. When we ran a poll of our readers on the WorkflowMax website, client management emerged as one of the biggest pain points.

That’s why we’re excited to announce the launch of our new online book: The Ultimate Guide to Client Management. This massive guide is packed with information about finding and managing clients, and our first chapter is already up!

Learn everything you need to know about...

1. Creating a value proposition

A value proposition is a service, feature or innovation which makes your company attractive to customers. It’s why clients will choose you from a sea of competitors! Learn how to create a value proposition that really packs a punch.

2. Understanding market segmentation

You can’t do archery while wearing a blindfold, your arrows would miss the target completely. Marketing is the same - and marketing segmentation removes that blindfold. Learn why this step is crucial for finding the right leads and hitting your targets.

3. Defining your target market

Defining your target market can feel uncomfortable - but it’s crucial for targeting the people most likely to become clients. Learn how to deliver the right marketing message, at the right time, to the right individuals.

4. Creating buyer personas

It’s time to put a face on your prospective client! Buyer personas are fictionalised characters to help focus your marketing efforts. Learn how to use demographic and psychographic data, record behavioural and emotional triggers, and bring these personas to life.

5. Building an online marketing strategy

Now the really meaty part. With your target audience and message in mind, what’s the best way to reach them? Learn how to nurture clients through the marketing funnel using 6 key digital channels - SEO, paid search, display ads, content marketing, email and social media.

6. Using lead generation software, including Lead Manager

Lead generation involves capturing lists of potential clients, based on people who’ve shown an interest in your business. This section explores the added value of using lead generation software, some of the main options available, and the WorkflowMax Lead Manager add-on.

7. Word of mouth marketing

Some experts claim that word of mouth marketing is the most powerful way of finding new clients. But how do you get current clients to sing your praises from the rooftops? Learn 4x key strategies for boosting referrals and word of mouth.


Packed with marketing knowledge and actionable advice, this chapter is basically a mini-degree in marketing. Are you ready to become an expert at finding clients online?

Read the full chapter for FREE here!

As part of our Ultimate Guide to Client Management we’re featuring quotes from experts & thought leaders. If you have significant experience in the area of client management, and would like to contribute to upcoming chapters, please email: caitlin.sisley@xero.com

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Caitlin Sisley
Caitlin Sisley is a Marketing Content Writer at WorkflowMax, and has over six years of experience in digital content production. She has worked on creative copy for a large number of New Zealand businesses - from tiny startups to household names. With a Master of Professional Studies from the University of Auckland, she is passionate about small business and corporate responsibility.

Caitlin Sisley