The Serve-First Business: Systems for Impact & Freedom

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The Serve-First Business: Systems for Impact & Freedom

Cordes Lindow

Friday, June 20, 2025

Did you start your business seeking freedom, only to find yourself buried under endless tasks and constant emergencies? This blog post dives into a transformative business philosophy: serving first, selling second. Discover how shifting your focus from "what can I get?" to "how can I truly help?" not only builds unshakeable trust with your audience but also creates the automated systems and strategic focus you need to reclaim your time, reduce friction, and finally experience the impact and freedom you envisioned. Learn practical strategies and systems to optimize your business and move from simply surviving to truly thriving.

What Does it Really Mean to "Serve" Your Customer?

As business owners, we're often told to focus on the customer and serve them. But what exactly do we mean by "serve"? It has become a cliché. Yes, of course, I serve my customers. Service is at the heart of what I do. However, can you truly articulate what it means to serve rather than sell?

When I was going through pre-marital counseling required by the church we got married in 30 years ago, it was this very idea that stuck with me. The pastor advised us to look at what we put into the marriage and our partners rather than what we were getting out of it. To me, this is what it means to serve as a business owner, and this is true love. My mission as a Christian is to love others, and I can best do this through a business where I serve others.

​Obviously, you will need to charge people to survive and be able to serve more, but put in the forefront how you can serve.

Serving in Practice: A Mind Shift

How does this look on a more practical basis? When someone comes to me with a question or for help, my first thought shouldn’t be, “how can I make them a customer?” or “How can I ‘convert’ them?” Instead, it should be focusing on their needs and how I can help them with their needs where they are.

This helps build trust. The fastest way to destroy trust according to the trust formula is to appear self-seeking. This is the number one reason people distrust salespeople. I know my own perspective when I run into a ‘sales’ person; I immediately put up a barrier to be on guard in how this person wants to get me.


In “To Sell Is Human” Daniel Pink tells the story of Atlassian, that made a revenue of $100 million without a single salesperson (affiliate link). Instead, their employees offer support. People who can explain the product and how it solves a problem. By intentionally not hiring salespeople, they are focusing on serving, not selling — how to help the customers’ problems rather than how to get the customer to buy.

It isn’t just a wordplay, but it is a mind shift to start looking at how you can help people. As you help people, they see your value and start to trust you. As soon as you shift to what you can get out of this relationship, barriers go up and trust declines. You are less likely to get people to part with their hard-earned cash once they lose trust in you.

The novel ‘Go-Givers’ (affiliate link) demonstrates the ways in which a very successful businessman serves others in his community. He puts others first rather than his own success, but by putting them first, he has garnered their trust and become very successful.

In my personal training in conducting a sales call, I learned that the goal was not for me to ramble on about my product, but to go deep into listening to the other person. They should be talking more than me, and I need to learn more about their problems so I can identify how to best help them. (This podcast talks about a similar process)

Serving them may also help them make the decision to buy from you. I do this by making my pricing clear and offering ‘fast action bonuses’ or other time-limited bonuses because some people are tortured by indecision. If I think my services will help them, I give a time-limited offer to help them make the decision.

​I don’t want to push or cajole or trick people into buying from me. I want to feel good about helping and serving people, and I want them to want my services and feel that no matter how much they are paying, they are getting a good value.

Tips to Serve First

Here are some practical ways you can prioritize serving your customers, leading to a more impactful and freeing business for you, the small business owner:

1. Do it as if they are paying you a million dollars.

Mel Robbins recently popularized the Terry Crews interview in which he talks about sweeping floors as if he was being paid a million dollars. If we consider serving each customer and potential customer as if they were paying us a million dollars, we would probably serve them extremely well! This mindset elevates every interaction and encourages you to go above and beyond, not for the money, but for the inherent value of service.

Examples:

  • Responding to inquiries: Instead of a quick, generic reply, take the time to offer a thoughtful, personalized response, even if the person isn't a paying client yet. For instance, if someone asks a question about setting up their email system, you might offer a quick tip or point them to a free resource you've created, rather than immediately pushing your full service.
  • Onboarding new clients: Treat the onboarding process for a new client as if it's the most important relationship you've ever had. Provide detailed, easy-to-follow instructions, personalized welcome messages, and prompt follow-ups.
  • Handling challenges: When a client faces an issue, approach it with a calm, solution-oriented demeanor, as if solving their problem is your top priority, regardless of the size of their contract.

Systems that support this mindset:

  • Client Relationship Management (CRM) software: A CRM like HubSpot or general information program like Notion which helps you track all client interactions, notes, and preferences. This allows you to personalize communication and remember important details, making every client feel seen and valued.
  • Standard Operating Procedures (SOPs) for client interactions: Develop clear SOPs for how inquiries are handled, how new clients are onboarded, and how issues are resolved. These procedures ensure consistent, high-quality service, even when you're busy.
  • Feedback loops: Regularly solicit feedback from clients (surveys, quick check-in calls) and actively listen. This system ensures you're always aware of their needs and can adapt your service to better "serve" them.

2. Provide value rather than discounts.

Rather than slashing prices to attract customers, consider what else you can offer them. This doesn't mean never having a sale, but it shifts the focus from price-cutting to value-adding. Your female business owners are looking for solutions, not just cheap options. They want to escape the "tyranny of the urgent," and true value helps them do that.

Examples:

  • Bundling services: Instead of offering a 10% discount on one service, bundle it with a valuable bonus, such as a short training video, a custom template, or a quick audit session.
  • Tiered offerings: Create different levels of service, each providing increasing value. For instance, a basic package might include core services, while a premium package adds personalized support, strategic planning sessions, or exclusive resources.
  • Educational content as a bonus: If you offer a service, include access to a private resource library, a mini-course, or an exclusive webinar series as part of the package. This adds significant perceived value without directly reducing your income.

Systems that support this approach:

  • Content library or membership site: You can share documents via Notion, Google Docs or Canva or invest in a dedicated platforms like (I use ClickFunnels) or even a password-protected page on your website can host additional resources, courses, or templates that you can offer as value-adds.
  • Automated email sequences for bonus delivery: When a client signs up, use an email marketing system like Kit (I use ClickFunnels which also hosts my webpage and this blog) to automatically send welcome emails that introduce them to their bonuses and guide them on how to access the additional value.
  • Productized services: Package your expertise into clear, defined services with specific deliverables. This helps clients understand exactly what value they're getting and can justify your pricing without relying on discounts.

3. Make it easy for your customers to work with you.

Many business owners find themselves bogged down by friction points, wasting time on back-and-forth communication. If you want your customers to feel free and empowered, start by making their experience with your business effortless. Consider from your customer’s point of view:

  • What is it like to find you?
  • What systems do you have in place to truly serve your customers?
  • What is it like to engage with you?
  • How easy is it to figure out if you can help them?

Examples:

  • Clear website navigation: Ensure your website clearly states what you do, who you help, and how to work with you. Avoid jargon and make your calls to action obvious. Challenge yourself to have everything be findable in two clicks.
  • Quiz Guidance: Use a quiz to guide your customers to the best way to work with you considering their needs. Try ScoreApp.
  • Streamlined booking: Instead of endless email exchanges, use a scheduling tool like Calendly or Acuity or even Google.
  • Simplified payment: Offer multiple, easy payment options and clear invoicing.Benefit: Our products are delivered immediately
  • Automated communication: Send automated confirmations, reminders, and follow-ups.

Systems that support ease of doing business:

  • Online scheduling tools: Something as simple as an automatic scheduler on your website will make it easier than going back and forth to book a time. Tools like Calendly, Acuity Scheduling, or even Google and Microsoft allow clients to book appointments based on your real-time availability, eliminating friction.
  • Automated client onboarding workflows: Use tools like HoneyBook, Dubsado, with email automation to guide new clients through a seamless onboarding process – from contract signing to project kick-off. This reduces manual effort and ensures no steps are missed.
  • Client portals: A dedicated client portal (offered by some CRMs or project management tools) where clients can access all their documents, communications, and project updates in one place greatly simplifies the client experience.
  • Clear pricing pages: A dedicated pricing page on your website that clearly outlines your services, packages, and costs upfront helps potential clients quickly determine if you’re a good fit, saving both of your time.

4. Provide free content.

Have articles, videos, or freebies so that customers can get some help and value from you before they buy. Let them see how helpful you are by solving some of their problems before they ever pay you. This builds immediate trust and positions you as an authority.

Examples:

  • Blog posts or articles: Regularly publish helpful content on your blog that addresses common pain points for your ideal clients (e.g., "5 Ways to Automate Your Client Onboarding," "The Simple System for Managing Your Business Finances").
  • Lead magnets/freebies: Offer downloadable guides, checklists, templates, or mini-workbooks (e.g., "The Busy Business Owner's Guide to Time-Saving Tools," "Your 3-Step System for a Stress-Free Week") in exchange for an email address.
  • Short video tutorials: Create quick videos demonstrating how to use a specific tool, solve a common problem, or implement a simple system.
  • Free webinars or workshops: Host occasional free sessions where you provide actionable advice on a specific topic relevant to your audience's challenges.

Systems that support free content delivery:

  • Blog platform: A blog platform where you regularly publish SEO-optimized articles will help potential clients find you organically.
  • Email marketing system: Use a system (Kit, Mailchimp, ActiveCampaign) to deliver your freebies automatically, nurture your audience with valuable content, and segment them based on their interests.
  • Video hosting platforms: YouTube, Vimeo, Loom, Voomly can host your video tutorials, making them easily shareable and accessible.
  • Landing page builders: Tools like Leadpages, Unbounce, or even built-in features of your email marketing system help you create dedicated pages for your freebies to capture email addresses efficiently.

Many systems overlap and offer a combination of these different features so that you can limit the amount of software you are subscribed to (and then have to try to link together).

5. Offer a money-back guarantee.

I know there is a lot of debate on this one — especially for online content and coaching because customers have already benefited. However, by offering a money-back guarantee, you are building trust, and you are going to make sure you are serving your customers. It will hold you accountable and keep your eyes on what is helpful for your customers. I have a graphic demonstrating my promise on my webpage header to keep me putting my customers first. This demonstrates your confidence in your service and minimizes perceived risk for your clients.

Examples:

  • "Satisfaction Guarantee": Clearly state your guarantee on your sales page and contracts, outlining the conditions and timeframe (e.g., "If you're not completely satisfied within 30 days, we'll refund your investment, no questions asked").
  • Results-based guarantee: If applicable, you could offer a guarantee tied to specific, measurable outcomes (e.g., "If you don't save at least 5 hours a week using our system, we'll refund your fee"). Be very clear about the parameters for this type of guarantee.

Systems that support a guarantee:

  • Clear policy documentation: Have a dedicated page on your website for your refund policy, and include it in your client contracts. This systemizes the process and ensures transparency.
  • Customer support system: A system for handling refund requests (whether it's a dedicated email address, a form, or part of your CRM) ensures they are processed efficiently and professionally, reinforcing trust even if a client requests a refund.
  • Regular performance reviews: Internally, consistently review your client outcomes to ensure your services are delivering the promised value. This proactive approach helps you identify and address issues before they lead to guarantee claims.

6. Ask your customers!

Make sure you regularly ask your customers what they want. This ensures you focus on solving your customers’ problems instead of what you can get money for. This is crucial for staying aligned with their ever-evolving needs and ensuring your services remain relevant and impactful.

Examples:

  • Short surveys: Send out quick surveys after a project is completed or at key milestones to gather feedback on their experience and what additional help they might need.
  • Discovery calls with potential clients: As mentioned earlier, actively listen and ask open-ended questions during initial calls, not just about their current problem, but also their aspirations and other pain points.
  • Social media polls and questions: Engage your audience on platforms like Instagram or Facebook by asking direct questions about their struggles and what kind of solutions they're seeking.
  • Client advisory board: For established businesses, consider creating a small, informal client advisory board where a select group of clients provides ongoing feedback and insights.

Systems that support asking and listening:

  • Survey tools: Use tools like SurveyMonkey, JotForm, or Google Forms to create and distribute surveys.
  • Client communication platforms: Regular check-ins via email (through your email marketing system), your client portal, or direct messaging apps (if appropriate for your business) can facilitate ongoing conversations.
  • CRM for tracking feedback: Log client feedback, suggestions, and feature requests within your CRM to identify trends and inform your service development.
  • "Ideas" or "Feedback" pipeline in project management tools: If you use tools like Notion, create a dedicated board or section where you track all client suggestions and potential new service ideas.

By integrating these strategies and systems, you can move beyond simply saying you serve your customers to truly living it, building deeper trust and fostering a business that thrives on genuine connection and impact. This approach will free you from the cycle of constant emergency response and allow you to focus on the strategic, important work that truly serves your clients and moves your business forward.

Book a call with Cordes to simplify your systems to serve!

I use AI to help inspire and improve my writing. Read about my writing process here.

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