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 […]