Set up your own workflow
From lead to
Your Good Problem:
You wish you had someone to hold your hand as you build your system
and avoid spending hours trying to figure everything out on your own.
Your wishlist, AKA
What I help you with
Have one place where you can see everything that’s happening in your sales pipeline.
Eliminate tedious tasks
Automate all the stupid little things (Copy. Paste. Refer back to emails. Update proposal. Resend invoice.) Liberate your brain space and your time.
Get a head start
Have pre-set workflows and automation recipes so you don't have to figure out how to do it yourself.
What you get
from friendly clients
Thanks to this workbook, I've been working on recording my workflow + processes, I moved my CRM to Airtable, set up a sales pipeline and project workflow and moved my PM from Trello to Asana. And things are getting smoother You really help small businesses like mine in a concrete way - no fluff!
Mrs Miri Miller
Irit is a true master of her craft. Her course was really easy to follow and I had everything all synced up in about an hour! If you want to save time and energy you NEED to talk to Irit. She is the master of automation, Zapier and is one of the most trustworthy people you could find on LinkedIn.
Really helps for those of us who are processors to understand the entire workflow. This is going to be SO helpful to SMBs, Solopreneurs just getting started too. The organization and PM piece often gets missed! I really LOVED all the Powerful Questions you asked to explain the workflow/pipeline and get people curious about their own process.