As a heart-centered service provider,
you want to...
-
Be fully present on every discovery call to really hear what your lead needs
-
Be able to slightly customize your services for each proposal without starting from scratch every time
-
Have the energy and mental capacity to focus on building trust - instead of being distracted by the laundry list of tasks you have to do
-
Give each client your best effort - and exceed their expectations
-
Invest time into honing your skill
-
Have time to work on your own business, not just client onboarding and delivery
Get the 10 THINGS TO AUTOMATE IN YOUR CLIENT EXPERIENCE checklist to understand what parts of your client journey you can automate -
WITHOUT feeling like a robot or disconnecting from your people.
Make it EASIER to sign the clients you love by automating the tasks you don't.
This checklist is a QUICK, bulleted list of things you can automate in your business - because no one has time to fill out a worksheet 🤪​
​
You'll Get...
-
An easy to read punchlist of things to automate
-
A quick description for each
-
5 Pro tips to help you execute the checklist
This checklist is perfect for Service Providers whose client journey process includes a discovery call, like:
-
Bookkeepers
-
Virtual Assistants
-
Web designers
-
Copywriters
-
Social Media Managers
-
Boutique Marketing Agencies
-
Online Business Managers
-
Systems Professionals
-
Graphic Designers