I was on a call with a client recently and she said, “How am I still doing this repetitive administrative task?”. She was referring to manually sending out invoices every month to her full roster of clients. My client is a coach and her business is and has been doing well. And yet she’s found …
How to Create a Client Intake Form The Right Way
A client intake form is a questionnaire you ask prospective clients to complete when they make a request for more information about your services or to work with you. When used effectively, client intake forms can save you time by qualifying leads and providing insight on which service offerings may …
4 Reasons You’re Struggling to Automate
How is that automation, the thing that saves you tons of time, can also be the thing that takes up a lot of time? Once set up, automated tasks for your business are a lifesaver, but getting started can be very difficult for business owners. Many businesses know that an automated business will save …