Yes! I'm ready!

The first step is finding out where you are right now.

Ready to finally get your systems and processes under control?

You're intimidated by technology, or think that systematizing your process will render your service cold, impersonal, or robotic

Once you finally get a YES, it takes 2 hours and 6 different softwares to get them through the onboarding process

You're so busy with client work and life to get back to your leads right away, the minute they show you that they are interested

Does any of this sound familiar?

It's time to stop the cycle of overwhelm in it's tracks and up-level your business by implementing rinse-and-repeat systems and collateral that showcase the value and high-touch experience you know you're capable of providing.

Or you can take the first step to creating an automated process that delivers your best experience every. single. time.

The paper-shuffling can absolutely continue, but it'll cost you. You'll lose out on the money you could make if you were doing something more valuable and profitable with your time. If your client catches you on a bad day or a busy season of life, their experience won't be as good as it can be, and that's what they'll tell their friends about.

You can stay stuck and stressed out


two choices

You have


The Efficiency Scorecard


The first step is to figure out where you are right now.

Your introduction to operational excellence

In this free download:

You'll be walked through 5 phases that most service providers must put their clients through: The Initial Inquiry, The Pitch, Onboarding, Service Delivery, and Offboarding.

Along the way, there are checklists and touchpoints that take hours when done manually, but no time at all when systematized and automated. 

Then, you'll fill out the official scorecard to calculate your efficiency score and walk away with a starting point for where and what you need to improve.

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