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If you’re constantly bogged down in the nitty-gritty of onboarding and offboarding clients, chasing down invoices, and scheduling appointments, spending your high-level energy in the weeds, it may be time to streamline your client management system. At first glance, your days serving your clients as a coach or consultant just feel busy. That’s just the […]

5 Signs your Client Management Needs to be Streamlined

Client testimonials are massive for social proof to show your audience that you’re trustworthy and do just what you say you’re going to do–all while providing amazing service!  As a busy service provider or consultant, you’re likely in one of two camps when it comes to client testimonials: Gathering amazing feedback from each and every […]

How to Streamline Your Client Feedback Process

I recently had the absolute pleasure of sitting down with Amanda Edwards, Business Mentor and host of the inspiration-packed Imperfectly Ambitious Podcast to chat about all things systems & processes–specifically client management systems. I couldn’t be more excited to share my interview with you because not only is Amanda one of those people who you feel like you’ve known forever, but because she has a knack for centering her work around a passion for creating relationships–which is what client experience is truly all about.

How To Create a Client Onboarding Template in Clickup

I recently had the absolute pleasure of sitting down with Amanda Edwards, Business Mentor and host of the inspiration-packed Imperfectly Ambitious Podcast to chat about all things systems & processes–specifically client management systems. I couldn’t be more excited to share my interview with you because not only is Amanda one of those people who you feel like you’ve known forever, but because she has a knack for centering her work around a passion for creating relationships–which is what client experience is truly all about.

Explode your Referrals by Elevating your Client Offboarding Experience

If things feel clunky and disjointed behind the scenes in your business, they probably feel clunky to your clients, as well.  And the very last word you want your clients to use to describe their experience in working with you is “clunky”. Today, we’re going behind the scenes in one of my client’s businesses, looking […]

Behind the Scenes of a Client Experience Makeover

I recently had the absolute pleasure of sitting down with Amanda Edwards, Business Mentor and host of the inspiration-packed Imperfectly Ambitious Podcast to chat about all things systems & processes–specifically client management systems. I couldn’t be more excited to share my interview with you because not only is Amanda one of those people who you feel like you’ve known forever, but because she has a knack for centering her work around a passion for creating relationships–which is what client experience is truly all about.

How to use Systems to Enhance your Client Experience

Foundational business systems.  Do you have them? If you do, your business feels solid and efficient–humming along like a well-oiled machine.  If you don’t, you feel it.  You know, that uneasy feeling that something is always about to fall through the cracks; like your business is being held together by duct tape and a wish? […]

How To Prep Your Business to Scale by Doing a Systems Audit

Find out why having a Strategic Plan in place for your business is SO important, who needs a Strategic Plan (hint: ALL businesses do), and how a Strategic Plan actually makes your business grow.

Whether you’re creating your annual or quarterly plan, having a clear strategy in place will ensure that the people & financial resources are available in order to reach your goals and gain traction toward your vision.

Why a Strategic Plan is Vital to the Success of your Business

There are 7 Strategic Objectives (or pillars) within your business whose prioritization are key to reaching your goals and vision for your business.

These Objectives will not only help you to utilize your resources for maximum efficiency but will also give you a clear direction of which actions to take on a daily basis inside of your business.

The 7 Keys to Creating Your Business Strategy

If you don’t have streamlined systems and documented processes in your business, any new lead or client may strike fear into your heart.

In order to get the nitty gritty tasks of client management off of your plate, you first have to get each step of your workflows out of your head and down on “paper” within an SOP.

There are four SOPs that every service-based business needs to have in place in order to move clients through their project life cycle efficiently and consistently, resulting in one-of-a-kind client experiences and referrals coming out of the woodwork.

How to Uplevel Your Client Experience