Potential clients say yes, and for a moment, everything feels easy. Then the details start dripping in across five email threads, a couple of texts, and a voice memo you can’t find. Suddenly, you’re chasing basics instead of starting the work. This client intake process fixes that. In about 30 minutes, you can put a […]
New Client Intake Workflow You Can Copy in 30 Minutes (Forms, Emails, and Folders) Read More »
Enterprise resource planning or ERP is “the integrated management of main business processes, often in real-time and mediated by software and technology,” according to Wikipedia. An ERP system is an enterprise resource planning system. But, interestingly, Investopedia further qualifies the message “managing and integrating business processes” by adding the words “through a single system.” In
What is ERP, and Does It Matter for Your Business Today? Read More »
Ever feel like you spend more time calming client anxiety than doing the work you’re paid to do, solopreneur? That’s not a “you” problem. It’s usually a fit problem. A client fit filter is a simple system that helps you spot mismatches early, right after your lead generation brings in inquiries, before you’re knee-deep in
How to Create a “Client Fit” Filter, So You Get Better Customers and Fewer Headaches Read More »
If you can improve business processes for your small biz today it will ensure it will grow and thrive. Having a business process flow model in place will help guide you along. Having a strategy of constant improvement is a great way to ensure that you do not stagnate. Therefore, you will not fall behind
5 Tips: Improve Business Processes For Your Small Biz Quickly Read More »
