Client & Staff Management

Quality Customer Service

I keep up with your current and prospective client requests and emails through the day, responding in a professional, friendly manner to inform them of your services and processes and to let them know their requests are being handled. 

Obtain Clients

I communicate with past clients, request referrals from current clients, follow up with previously interested people that haven't purchased yet, review sales funnels to close more sales, add special bonuses to get prospects to act sooner as well as research appropriate avenues to identify prospects and build relationships.  

Create Process Templates

I outline your process flow and set up templates for profiles, proposals, contracts, documents, meeting schedules, invoices, email reminders, thank you letters and the like. 

On-board Clients

I integrate new client kits or use your existing for smooth on-boarding of new clients, including welcome letters or videos, intake forms, agreements or contracts and other ways to let your new clients know they made a good decision by signing on with you.  

Follow up with Payments

I handle invoicing and reminders as well as recapturing lost funds with past due letters, payment agreements, expired credit card letters and insufficient fund letters. Regular follow ups is often all it takes to get that past due payment.

Manage Your Staff

I manage your staff and get them the information they need to be prepared and eager to serve your clients. 

Deal with Problem Clients

Occasionally things can get messy.  I can do the dirty work by delicately communicating clear client boundaries, turning down clients that aren't a good fit and recovering clients that may have cancelled.

Keep Document History

I set up and post client files and other documents to your online file system to analyze and refer to for marketing and tax purposes.  

Click the button to schedule a needs-assessment call with me to see how I can help bring your projects to completion and move your business forward.