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.
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'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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