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 …
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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 …
3 Tasks to Automate in Your Business Today
As a business owner, you’ve got a lot on your plate. From managing clients, managing team members and juggling family, life can sometimes feel a bit overwhelming. But a few simple, yet impactful automations can go a long way to lightening the load. Not to mention, making way for a little more …