Outline your client process from start to finish BEFORE you set up your client relationship management software, so you can be clear on what templates to create and what steps to automate.
The Client Process Map
FREE RESOURCE
how much time needs to be allocated to creating a client process and setting up software that's sustainable for your business
ways to enhance your client relationship management process and provide better service
gaps within your systems that need to be addressed
As a CEO, having a clear client process can help you identify...
How You Handle your Client Relationships is Important
With over 6 years of operations and administrative experience with non-profit and service-based companies, I know a thing or two about what needs to happen on the back end of a business to achieve operational efficiency.
At Day To Day Assist, we offer strategic, results-driven, custom solutions to help CEOs and their teams run business well.
and sometimes on the weekends too, lol.
I’m Jennifer, full-time Real-Estate Operations Director by day, business owner by night…
We share all our juicy tips on how to build systems, plan strategically, and grow your team
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