Do your client management systems feel like a drawer of tangled cables?
That pesky plugs and cables drawer!
You fully intend to tidy it and make your life easier, but instead you carry on making do. And you end up tugging at a tangled mess each time until just the right annoying, handy piece of tech comes free.
You have the same good intentions for how to run your business.
But your client management processes have evolved over time, leaving you putting up with less-than-ideal methods and tech.
You keep your business running, you keep delivering for your clients, but you never find the time or head space to create your friction-free systems.
And you definitely don’t have time to figure out if that latest snazzy system is going to solve all your problems!
Hi, I’m Jo! I’m here to help you simplify your 1 to 1 client management journey.
From onboarding, right through to delivery and after care…
I’ve got you covered!
After cobbling together your processes in the past, you’re ready to:
- stop feeling overwhelmed by all the moving parts in your 1 to 1 client management
- understand what to automate and what to outsource
- know which are the right tech and systems for YOU
- have a clear, complete client management process
- save time and energy for yourself and your clients.
Jo found a new booking system for me that literally cut my admin time in half. It’s so simple to use, it’s really intuitive and it fits our needs perfectly.
Sophie Caws, Brighton & Hove Therapies
I love streamlining systems and making businesses easier to run. I can support you to create efficient, smooth running client management processes that will:
save you time
give you peace of mind that you’re delivering a great service to your 1 to 1 clients
and give you more capacity to serve your clients without losing your mind.
Whether onboarding new clients takes you forever, delivering for clients gets done but feels messy and overwhelming, or you never get round to following up with past clients, I will gently untangle the pain points in your client management and find the right solutions for you.
Ways to work with me
Map Out Your 1 to 1 Client Onboarding Process
This pre-recorded workshop is for you if you’re not confident in your current onboarding process or it isn’t quite working for you.
I’ll take you through the steps to fully map out your onboarding process so you can spot bottlenecks and problems, effectively choose and set up your software, and decide what to automate.
Focus Day: De-Stress Your Client Management
Onboarding in a mess? Never quite sure where each client is in your process? Offboarding process non-existent?
Spend a virtual day with me to focus on streamlining one area that’s inconsistent and uncomfortable in one of your services.
Then relax, knowing that your clients will get a smooth experience and you won’t drop any balls for them.
Level Up Your Client Management
Get a personalised strategy to upgrade your full client management process (onboarding, delivery and after care) to give you a straightforward system that saves you time and energy, while also making life simpler for you and your clients.
I felt I was starting from scratch and had to do SO much. Jo’s workshop was clear, calm and reassured me for what I’m already doing, as well as sparking ideas for what I can (and will) do to build on that. Not just good news for me but FAB news for my clients.
Sarah Goddard, Public Fundraising Consultant
I booked Jo’s ‘Level Up Your Client Management’ package to help me streamline my client and VA onboarding, and by following her recommendations I’m not only saving time but I’m creating a more streamlined journey for my clients and my team.
Emma Read, Emma Read VA & Associates
Are you missing something from your client management journey?
Download your free
CLIENT MANAGEMENT JOURNEY CHECKLIST
Review your client management journey from onboarding right through to getting that rave testimonial.