When was the last time you ran an audit on your services Reader? Client experience can absolutely make or break everything. If you haven't done an audit on your client experience in a while, here's one of the top audits I do for my clients when we first start working together: the new lead/inquiry process. Here's a quick overview of what that process might look like: Ready to dive in and run your own lead inquiry process audit? Let's go ⤵️
Overall, you want to ensure there are no broken links, everything is on-brand visually and with copy, and sets the stage for what working together will look like. Whether you've got a team or running it all yourself, having a strong client experience is non-negotiable. Whether they end up working with you or not, their experience throughout even the beginning will set the stage for them to decide what they tell others about you — for better or worse. If you want me to do another step-by-step audit walkthrough like this for onboarding, off-boarding, or another process, hit reply and let me know. And if you've followed the steps above and want me to do this specifically for your business, book a 90-minute Implementensive® spot, there's a handful of spots available for July. Til next time, Liz |
Hey I'm Liz, a website designer turned OBM (aka Online Business Manager). I manage the people, processes, and projects for your business. There’s nothing I loves more than helping creative entrepreneurs build a business that works for them, not the other way around. I creates simple, sustainable systems that give you the freedom to grow your business while bringing consistency, organization, and fun to the things that weigh you down. Even if you're not a "systems person."
Lately, I’ve seen an uptick in the same narrative: If you want more impact, more money, and better work-life balance, you have to scale. Maybe it was just my Monster kicking in, but honestly? I got fired up over how much BS that is. For years, I worked behind the scenes with clients as they built bigger teams, turned their businesses into agencies, and chased the version of success we’ve all been told is the only way to level up. And for some? That worked. But the older my son gets (and let’s...
I watched a reel the other day with college students saying how many unread texts they had. All but one had over 100 unread messages, someone even had like over a thousand💀 Reader, I about had a heart attack over that. Honestly, my brain would just short-circuit if I had that many unread texts. I might actually just throw my phone away and get a new numberrrrr. This week I had like 50 at one time but it’s because a group chat went off. One of my friends rescued a puppy left at a Walmart...
Let’s start with Asana, Mk Reader? I don’t know about you but sometimes seeing my task list in Asana can get to be too much. Especially if you’ve got A LOT of them. Enter My Tasks. It’s my go-to place to see alllll the tasks that are assigned to me. But if we’ve got a bunch of active projects with all of the tasks assigned out, it can get overwhelming seeing my “to do” list. One of the easiest things you can do is setup you My Tasks tab to work for you. Sure, you probably have it set to sort...