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Kate Kurdziej

Kate Kurdziej

Managing Director
Olivier Consultancy Ltd

May 20, 2021, 04:00 PM

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Themes covered by Kate

Kate is giving away the following

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!

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Talks covered by this speaker

20

How to onboard your clients like a pro!

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5 mistakes to avoid when onboarding a new client

We all know that onboarding is crucial to a great working relationship between a VA and business owner- so don't make these common mistakes!

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About this Speaker

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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