In my signature DISCO framework, the C stands for Create. As in create phases and milestones for your workflow so tasks don’t get missed. Creating phases and milestones for your client workflow is a CRUCIAL first step in getting your client processes streamlined and automated. But before I go into …
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The EASIEST Way to Get More Referrals
I think we can all agree the easiest sales calls you ever have are the ones you get through referrals. Know, like and trust plays a significant role in a consumer’s buying decision and when a previous client vouches for you….ah pure gold! BUT, if you’re like most of the business owners I work with, …
3 Strategies To Keep Forms From Being a Bottleneck In Your Business
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 …