FOR EACH PHASE OF YOUR CLIENT JOURNEY, KNOWING WHAT TOOLS AND STEPS ARE NEEDED IN EACH?
WITH LEADS AND CLIENTS AS THEY WALK THROUGH EACH PHASE OF THEIR JOURNEY WITH YOU?
AS A SIMPLE, EFFECTIVE, REMARKABLE EXPERIENCE FOR EVERY LEAD CONSISTENTLY?
FREE DISCOVERY CALL
That reads "discovery call", not sales call.
This call is held simply so I can learn about your business and to make sure that we are a good fit for each other. After all, we should be sure we like each other before committing to a two hour Zoom call! I mean, that's more time than I get to spend with my lady friends in a typical week, amiright?
PROCESS DETAILS FORM
Through this lengthy questionnaire, I will gain an insiders view of your business and any processes you already have in place.
Tools you're using.
Signature service offerings.
And lots of other nitty gritty details...
Having this information will help to guide our Zoom session and will give me some insight into the ways you work.
This is where the magic happens!
We will jump on a 90-minute Zoom call and walk through each.and.every.step of your client journey for each service offering that we're able to cover in that timeframe.
This deep-dive into your processes will help to identify any holes or roadblocks and result in a list of content needed to bring it to life.
Within 3 business days of our session, you will receive a screen-recording of the call and a Client Journey Map (in the form of a spreadsheet) based on your process outline.
You'll walk away from this call feeling not only energized about the fresh start in your business, but also empowered to implement the new process you've outlined.
FREE Discovery Call to make sure we're a good fit!
Pre-Session questionnaire to get you thinking about your process and goals
90-minute 1:1 Zoom session, walking through every single step of your signature service offering; we will go through as many processes as we can get through in the time allotted
Process outline delivered within 3 business days, providing a detailed outline of the process we laid out
Screen-recording of the Zoom call delivered within 3 business days, so you can revert back when needed
ADD-ON: Dubsado user? Get a Content Creation List to use as a punch list for schedulers, emails, etc that will need to be created in order to bring your process to life in workflows! Want the Workflow Builder, too? You got it!
Hiring Beth was one of the best and easiest decisions I’ve made for my business and myself. She is proactive, super organized and a Dubsado queen!! I really feel like I struck gold with her. If you need someone who is all about saving you time and helping your business grow through systems and processes, she is your girl.
For a creative I'm pretty detailed and organized about my processes. At least, I thought I was until I met Beth—she was born for this! I completed a Workflow Strategy Session, and not only does she have an incredible attention to detail and foresight into potential blockages, but she added so much value by sharing insights and how to make the client feel supported through every step of the journey. Definitely recommend Beth to help get your business running more smoothly!
Like most entrepreneurs, I can see the big picture, but thinking through details is not my strong suit. Just while filling out Beth’s intake form, I realized how much I need her in my business. Our Client Experience Strategy Session was AMAZING - she is so clear on all the steps that need to happen, her line of questions brought me clarity and together we were able to tackle what I have been procrastinating on for years!