With access to a step-by-step workflow to client onboarding, client management and offboarding, you never have to worry about:
Mary helped me to recruit and onboard a great team. She streamlined the workflow for my HR department, initiated my Quality Assurance process, and so much more. She is my go to person for business operations and processes.
— Lillian Knox, CEO
But the problem is you don’t have a simple repeatable workflow to consistently manage new clients. This can be frustrating for you and your clients. You know that your customers want more than a service they also want to feel noticed and taken care of in the ultimate client experience.
Here's what no one is telling you! General marketing and business programs have their place–I've taken some and so glad that I did. Sometimes you just need the missing piece of the puzzle (systems and operations) and not another full blown 6 month general business program.
You're ready for someone to just give you a play by play system so that you can delight your ideal customer as you deliver your services.
Can you relate?
Over the past decade, I’ve implemented and developed processes and workflows for myself and other business owners...
–and I know one thing is true...
Your business will struggle to grow without repeatable systems in place.
The easiest customers to gain are the customers that have already purchased from you. Your clients want and expect a smooth client experience (as well as your expertise).
There is a way to implement a structure perfect for you so that you can consistently provide an amazing experience for your existing and future clients.
So I'm making my systems available for you…
I'm a nurse practitioner turned operations strategist who helps CEOs and small business owners grow their biz and lead better teams through business processes and operations. I thrive on systems and efficiency and I’m convinced that no business can continue to grow without effective processes.
All businesses have systems. Deciding to have systems that work in your business and actually getting help is a boss move.
I honed in on my leadership skills and love for systems for years as a nurse practitioner and leveraged those critical components in my business.
Now, I work with clients to help them implement better day to day operations and processes in their business.
This system is a complete client workflow designed to walk your client from the kickoff call to the farewell call seamlessly.
Client Onboarding Workflow
Client Management Workflow
You'll walk away with:
Why do extra work when you could be growing your business? Through my tested process, I’ll help you find clarity in what you need and maximize your efforts from beginning to end.
FREQUENTLY ASKED QUESTIONS
How do I know it's for me?
Do you offer 1-1 services or small group coaching and you deliver your services weekly over the course of a few weeks?
✅ If so, then this is for you.
When can I use this?
📩 It will be delivered to your inbox shortly after the payment is made.
Do I need other tools to make this work?
Love this question! ❤️
Nope! If you're just getting started, learning systems and workflows are the best way to transition into being an efficient business owner. Bare minimum, you need Google Drive and an email service provider to get started.
After you're good with understanding what you need to create a high touch experience for your clients, you'll be ready to use all the tools and automate! Otherwise you will automate inefficiencies and broken processes (I don't want that for you).
Will I get to work with you?
I'm able to extend this offer at this super low price because I'm dropping these gems in your inbox only. 📩 There's no access to me with this offer.
If you want to dive deeper and work with me 1-1 for comprehensive strategic business planning, we'll take a look at your entire business to accelerate and plan your projects moving forward. 🧐 Send me a DM on IG @iammarystewart or a quick email firstname.lastname@example.org if that tickles your fancy.