OPERATIONAL WORKFLOW COLLECTION
A set of workflows, tools, and guides to help you create more time.
Your mind (and to-do list) is likely teeming with ideas for systems that need to be created and enforced. You just wish you had more time. To make big things happen for your practice, you know the answer isn’t “just work harder”. However, there is hope! There are simple mechanics for getting more hours out of your day. We’ve done the work to put these processes and workflows together for you. Many are automated and ready for you to plug into your business today.
Warmly welcome new clients while communicating the forward progress along the way.
This automated campaign does two important things: it provides a better experience to your new clients no matter how busy you are, and it helps you protect your time.
Every phone call is a chance to build confidence in your firm.
Use this training checklist to help set the right expectations in current staff and make sure new hires are trained quickly and correctly.
Want a quick and lasting way to set your firm apart from competitors? Refine the way you and your staff handle calls.
This fully-customizable Word document contains over 20 proven scripts for easy personalization and printing.
- Reclaim your time
- Earn focus for other activities
- Automate high quality experiences
- Set a high bar
- Hand-hold clients automatically
- Refine your entire practice
There are systems and practices to put into place. There are multiple, ongoing initiatives to launch. And there are campaigns, communications, and coordinated outreach to manage.
If you’ve been frustrated, trying to piece together activities and content like this, then it’s time to try something different.
You can work on attracting leads without burning up time and brain power, or breaking the bank! You can reach new prospects in ways they appreciate and respond to.
There are even more documents, campaigns, and workflows you’ll have access to when you join.
Attracting new leads is great, but it’s one goal out of a few more that you likely have for your practice!
What else can we help you with?