Where has the first two months of 2018 gone?! You swear you started the year with optimism, hope, and good intentions toward planning for your business this year…and now it’s almost March!! What if it’s too late? Don’t panic, because although it might feel like you’re already hopelessly behind, it’s never too late to start. […]

Guides

How to start planning for your business when it’s already too late

How well do you really know your clients? If you want to know the secret to my success as a high-level Online Business Manager and small business owner, it’s this: I really and truly get to know my clients. This might seem like a simple, no explanation needed technique, but stop and think about it: […]

Guides, Processes

Get to Know Your Clients: Why & How

Image of a white coffee cup on a wooden tabletop with black overlay and text that reads "Why You Need a Client Onboarding Process"

Many of my clients are actively growing their businesses. As they bring on more clients, employees and team members, though, they find their workflow becomes more complex. On a discovery call with a potential client the other day, I heard a common complaint: “It takes a lot of time to get new clients up to […]

Guides, Processes

Why You Need A Client Onboarding Process

Bringing new, high-paying clients onboard feels fantastic, but what’s even better is when an existing client finds them for you, and sends them right to your door. These clients are your unofficial advocates. They want to help both you and their contacts, so they’re actively promoting you in private meetings, and casual conversations whenever their […]

Processes, Resources

How to Convert Clients to Advocates in 3 Easy Steps

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Discover the 5 Tasks Crushing your Growth

5 Tasks

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