Client Journey in a Box- a starter pack of processes and workflows to manage your clients throughout your working relationship. PLUS a client management spreadsheet to keep you on top of your game, templates and emails. BONUS a Business Boost pack to help you track your metrics and follow the money!
Ex-practice manager of a successful wealth management company, I design client management processes that work for your clients and for YOU! I'm on a mission to support women in business to step in to those CEO shoes and realize their potential in business. Scale sustainably and increase your revenue with the right foundations.
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