Solutions, Strategies, and Systems for successful Professional Organizers. Get the latest tips, how-tos, and more on the blog.
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 […]