006: Easy Effective Efficient System for Managing Active Clients
What happens at this workshop?
As we continue our journey together, this part 3 workshop will focus on how to anticipate your active clients’ needs as you enroll them for coaching or consulting services.
You’ll learn how to use my Easy Effective Efficient templates to create your custom back-office system that:
📄 – Captures your new client information.
🆕 – Automates your new client onboarding process
⏩ – Keeps your clients moving forward towards success
Automating your back-office system to manage to get your new clients going right away will help you to:
📺 – Show up as a true professional.
🌓 – Give you what you need to make a first impression.
🎁 – Save time and energy to show up and be present.
Each workshop attendee will walk away with new insights, ideas, and an opportunity to claim templates and a 30-minute session.