Client: Elcorese (Website | Instagram)
Business: Charis Business Solutions, Accounting Services
Service Provided: Partial Systems Overhaul (Dubsado Set Up)
It was a pleasure working with Elcorese to establish client relationship management systems within her business.
We took the time to clearly define her client intake, onboarding, service-fulfillment, and off-boarding process. Once we finished mapping out all of her processes, we set up her client relationship management tool, Dubsado. Lastly, we documented all of her processes.
With our help, Elcorese has saved time onboarding clients and become comfortable with using new tools.
Challenges before working with Day To Day Assist
Before booking the services with Day To Day Assist, I was in a constant cycle of create send and repeat. I learned valuable techniques to systemize and automate processes, that made me more available for my clients as well as my self.
Solutions Day To Day Assist provided
I no longer agonize over the time it’s going to take me to get administrative tasks done.
Working with Day To Day Assist was a great experience. Jennifer guided me through process creation and systems development while keeping me on track for timely implementation.
Need assistance developing operational systems for your service-based business?
If you’re looking for assistance developing processes, setting up tools, and documenting standard operating procedures for your company, work with us to develop your systems.
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