If you’re buried under operational tasks and are ready to shift into an easier way of delivering your service, the Exceptional Client Systems package will change the way you do business.

“Being able to get this organized is helping me

do the work I’m meant to do.”

Nicole Lance, CEO, Lance Strategies

Exceptional client experience yields exceptional results. That’s why when I build client systems I not only focus on operational efficiencies, such as thoughtful automation, but I also give careful attention to polishing and up-leveling your client experience.

THE PROCESS

Phase 1: The Audit

  • Review of existing CRM and workflows
  • Discussion of business immediate needs and goals
  • Creation of recommended workflows, including system design and automations

Phase 2: The Build

  • Set up of 3 workflows in CRM program, including forms, questionnaires, contracts, packages, payments plans, and automations, as applicable
  • Set up of basic email sequences and invoicing options, including updating and streamlining of existing packages, emails, and forms, if needed
  • Creation of itemized packages for easy proposal and invoicing building

Phase 3: The Implementation

  • 1-hour live/recorded session on the new system with you and your team

Exceptional Client Systems Investment: starting at $1,500

payment plans available