Articles

Automate Your Onboarding

We all want to save time on admin tasks. So why not automate what you can? I review three tools that will make the process easy for you.

Let's Talk Communication!

We’re more connected than ever before. There are more ways to communicate than at any point in history. How do you stay in touch?

Managing Your Finances As a Coach/Consultant

Most small business owners, coaches, consultants that I've spoken with are struggling with finances.

How do you know WHAT to Delegate?

Coaches and consultants are often busy with the things that have nothing to do with coaching nor consulting.

Tying Your Shoes Phase

Testing out your lead and onboarding automation sequence. Create a fake client and test yohr workflow. Then test again.

Client Onboarding

Onboarding your clients can be automated and still get them off to a great start. You should set up an onboarding process.

Cha-Ching! Phase

How to automate your invoices and payment process. I like to get paid, I don't like the hassle that goes with it. So I've created a workflow

The Awkward ZOOM Phase

Automating your pre and post sales calls. Ideally, you should be paying attention to the call and not fiddling around on the PM tool.

Life Coordination Workflow

When someone reaches out to you, it’s time to set up a meeting to see if it will be a good fit for both parties.

Workflow Sequence For Coaches and Consultants

Workflow sequence that works for you, not against you. It’s going to keep your leads and client onboarding process streamlined and automated