Play Big Brand Bold

Let’s dive into a topic that’s been buzzing in my coaching calls – amazing customer experiences and how the right tech can boost not only your service quality but your revenue too. Who doesn’t love a bit more income, right?  I’ve been harping on about customer experience and how we, as coaches, consultants, or service providers, can step up our game in onboarding, managing, and off-boarding our clients using a great CRM system. But wait, there's more!  Takeaways: Nail the first impression with a stellar CRM Keep every conversation, every project update, right where you can see it. Plus, it’s a breeze to loop other team members in, ensuring everyone’s on the same page. Here’s a golden nugget – when you initially outline all possible services to your client at the start of your project, you plant seeds for future opportunities. They might come back a year later, ready to snag those extra services they initially passed on, thanks to your delightful portal that keeps everything in reach.  Wrap up projects