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Ever felt like you were stuck in a cycle of setting up a CRM system… only to abandon it weeks or even days later? You’re not alone. In this blog, you’ll find 7 practical steps to avoid the CRM abandonment cycle and create a CRM system that really works for you.

Overcoming proposal paralysis

Your potential client is eagerly waiting for your proposal… but you’re putting it off. There’s a risk in putting yourself out there, but these tips will help you navigate ‘proposal paralysis’ and get that proposal created and sent.

A solo business owner’s guide to CRM features

There’s a dizzying array of CRM systems available, and a wide variety of features to choose from. This guide will help you prioritise which features you need, so you can find the best fit CRM system for your business.

Onboarding to prevent buyer’s remorse

The last thing you want is your clients feeling buyer’s remorse. So here are some ways you can use your onboarding process to inspire trust and confidence.

9 ways to remind your past clients you exist (that aren’t selling)

How do you make sure your past clients remember you, without selling to them all the time? Here are 9 easy ways to keep in touch regularly.

5 tasks to automate to simplify your client onboarding

These 5 tasks are a great starting point for automating your 1 to 1 client onboarding process, while still keeping a high level of personal touch.

5 keys to a great client experience

Get these 5 key elements right to create a great client experience, and have your clients singing your praises for years.

How a Focus Day improved a career coach’s onboarding process

Case studies

Career and executive coach Fay wanted to make her onboarding process as seamless and professional as possible. It felt overwhelming to tackle on her own though, so she booked a Focus Day with me.

Choosing a client portal to simplify your client management

A client portal can be a great way to make your clients’ lives easier whilst working with you, and give them confidence that you’re fully in control of your processes and systems. But what should you consider when choosing which client portal software to use?

Client onboarding gifts – yay or nay?

Should you send your clients gifts as a standard part of working with them? And what types of gifts will enhance their experience of working with you?

4 symptoms of a stressful client management system

Working with clients can become stressful when your systems aren’t running smoothly, and the admin of working with them overshadows the great work that you do for your clients.

Why use templates to deliver your service?

Find out why finding the common threads in your service will make it easier to deliver – even if you tailor your service for every client.

Streamlined client pairing for a VA agency

Case studies

To make running her agency viable, virtual assistant matchmaker Emma needed a faster and simpler way to onboard and pair her VAs with her clients.

How Google Calendar has changed – and why it might affect your appointment bookings

Google Calendar has changed a default setting so events are only automatically added if you ‘know’ the person. What does this means for appointment bookings?

4 easy ways to chase invoices for solo business owners

Whilst chasing invoices isn’t fun, getting them paid is obviously critical. Read on for four ways to use templates and automations to make chasing invoices easier.

Should a virtual assistant manage your emails ‘as you’?

What happens when a virtual assistant manages your emails ‘as you’? Is it better to pretend to be you or to answer emails as themselves?

What is client management – and why is it important for small service-providers?

Client management is simply how you manage your client relationships. But what does that mean in practice and why is it important for your small business?

How to give and receive the best software recommendations on social media

People are always very willing to offer software recommendations on social media. But as every business and every business owner is different, follow these tips to get the best recommendations.

5 client management tasks you can outsource to a virtual assistant

Outsourcing client management tasks to a virtual assistant will free up your capacity to work with clients and to build your business.

4 tips to avoid exasperating customer support

Customer support can make or break how you feel about a piece of software. So before you take the plunge with a new system, use these 4 tips to figure out how good the customer support is going to be.

3 ways to avoid ‘update CRM system’ being just another tick list task

Is ‘update CRM’ sitting on your To Do list? When your business is just you, it’s easy to keep putting off those non-urgent tasks. In this post I suggest 3 ways to make it easier to update your CRM system.

There’s exciting software in town! But is it right for your small business?

All your business buddies are loving that new, shiny piece of software, but how do you know if it’s right for your small business? Use these 5 steps for a thorough review.

Helping an expert digital marketer to start scaling her business

Case studies

Small business owner Carys was keen to scale up. But she needed help streamlining her systems so she could focus on growing her business.

Which Style of CRM System is Best for Your Service-based Small Business?