Congratulations! Your professional organizing business is growing and you need to hire a team to keep up with client demand. While hiring new team members can be exciting, it can also be a time-consuming and overwhelming process. After all, you have to put out a job posting, collect applicants, read through resumes, interview candidates, offer […]

In the ultimate CRM match who will come out on top? In the right corner, we have Dubsado, and in the left we have HoneyBook. Both CRMs are fierce competitors that allow business owners to send contracts, invoice clients, create workflows, and much more. But depending on your business needs, there may be a clear […]

I love creating workflows for everything! Someone misses a scheduled consult, I’ve got a No Show workflow for that, someone isn’t sure if they are ready to move forward with service and needs a follow up, yup – I’ve got a workflow for that too.  But out of all the workflows, my favorite workflow to […]

Congratulations! You just got a brand new lead… so what happens now? How do you convert that lead to an actual paying client? The answer is a proposal. A well-prepared proposal is the difference between booking new clients on repeat and letting opportunities pass you by.  With the right proposal, you can improve your close […]

The Importance of Client Experience As Maya Angelo once said – “People will forget what you said, people will forget what you did, but people will never forget how you made them feel.” When hearing this quote, it makes me think about how important client experience (Client XP) is – no matter what business you’re […]