Often the business owners I work with fall into two camps: those that don’t utilize forms & questionnaires at all and those that get a little carried away. I get it. It can be a delicate balance. You certainly want to collect *some* information from your clients BUT expecting them to fill out an …
3 Simple Strategies to Prevent Client Calls from Going Over Time
Do your calls go over time? Maybe even wayyyy over time? It’s a ball rolling down a hill, isn’t it? Your first call goes just a little over, then your next. Before you know it you don’t have time to eat lunch and are frantically jumping onto calls late because your whole schedule is off. Keeping …
When Should I Start Automating My Business?
Automation is every entrepreneurs best friend. And, executed well, automation saves you tons of time. One of the first things you should work to automate is your client onboarding process. Client onboarding is the best place to start automating for two reasons: when done manually it …