by aerlie | Nov 13, 2018 | Growing your Business, Simple Business Systems
Here’s Part 2 of my Dubsado series where I’m demonstrating how you can save time with workflows using Dubsado as a CRM. I’ll also provide some examples of how you can use them. You can watch Part 1 – How to set up Dubsado here. What is a...
by aerlie | May 29, 2017 | Growing your Business, Organisation, Simple Business Systems
This week, I’m diving deeper into how you can look after new clients, with my latest video “What is Client Onboarding?” Download the free Onboarding Tools Checklist below As you can see, this may be a lot more tech heavy than you thought. It...
by aerlie | May 19, 2017 | #nomoreburnout Mindset, Growing your Business, Organisation, Simple Business Systems
I get so excited when I get a new client. I want to promise them the world – and I have to bite my tongue so that I don’t! I’ve made that mistake before – and it leaves an awkward feeling at the end of a program when I have to explain myself. Have you ever...
by aerlie | May 4, 2017 | Growing your Business, Organisation, Simple Business Systems
Writing a welcome package for your new clients when they sign up reduces confusion and lets you lead the way and set the tone of the relationship. It’s a simple step that sets up a super level of customer service. If you offer 1:1 services for your clients or...
