I'm currently working on a series of self guided videos to teach Product and Service based businesses master their client services. Courses will include:
Email Management: Best practices, what to automate, scripts + templates.
Client Onboarding: My exact Sales Pipeline template I use in ClickUp to stay organized will be for purchase. I'll also cover client calls, forms, proposals and client onboarding.
Project Management: Managing multiple projects with different levels of detail and timelines is an artform. I'll share what keeps L+P moving like a well oiled machine! From hiring help to client communication to our automated checklists in ClickUp, you'll be feeling less overwhelmed and ready to roll!
Each class can be purchased separately so you can buy what you need. I can't wait to share all that I have created for you!
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check out our amazon store!If you're a Business Owner looking to automate and level up your service, we recommend using Dubsado! Dubsado helps my business stay in motion. It helps me create workflows to streamline all of my client projects from start to finish. Click here for 20% off your first month or year!
Automate Your Business!ClickUp is our productivity tool that houses all of marketing plans, reports, strategies, and other files. It helps us manage people, projects, SOPS, and everything in between!
Keep your business organizedWe love our clients and if we can't meet in person, a virtual meeting is the next best thing! People buy from people and we want our clients to feel they are in great hands working with us! Zoom allows us to establish a great first impression with our clients!
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