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 tasks to automate to simplify your client onboarding
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Reduce stress and overwhelm
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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.
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.
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.
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.
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