Jo Shock's Linkedin Analytics

You’re an expert service provider, but working with your 1 to 1 clients feels overwhelming. You've got cobbled-together systems and you always wonder if you're about to drop the ball on someone. You have too many pieces of the puzzle in too many different places, and it feels like your head (or inbox) might explode trying to hold it all together. I can help if you: • have a scattergun approach to onboarding or working with your clients • feel muddled because all your client information lives in your inbox, Google Docs, or even in your head • know there are tasks you could automate or delegate – you’re just not sure which is best or where to start • know you're either going to start forgetting things, or you're going to end up extremely stressed by everything you're trying to remember • chose a CRM (customer relationship management) system but know you're not making the most of it. Or maybe you’ve abandoned it. Client management is taking up more of your headspace than it should. You know there must be a better way that would be easier - and more efficient - for you and your clients. I’m here to help you create an effective 1 to 1 client management journey in your business. By combining clear processes with the right tech and outsourcing options for you, you will go from cobbled-together and struggling to handle all the balls... to working calmly and efficiently with all your clients! -------- Now there's one more thing you should know: You'll never hear me evangelising about any particular apps because I firmly believe there's no such thing as one-size-fits-all when it comes to software. Every business owner is different and we all have different clients, which is why I first work with you to get your client management processes right, before tailoring any software recommendations for your needs and helping you to understand how it can work for you. If you'd like to free up your headspace with improved client management processes and systems, send me a DM to chat about how I can help you get there.