As an introvert married into a family of social damn butterflies, the holidays can be exhausting af for me. Add in the fact that I recently had a whole baby, and ya girl needs a new word for tired lol.
But today, I slowly eased out of bed and was actually excited to sit behind the computer to deliver a gift that quite literally keeps on giving...peace of mind.
I'm wrapping up a Systems Glow Up this week for a client that has a well sought after offer. Leads are steady, their transformation is legit breathtaking (they're a luxury travel design co.), and they have big plans for 2025.
But with mo' money comes mo' problems, right? This client came to me with 4 simple goals:
π΄Have a clear databases and process for daily assignments and service requests
π΄Hire several new team members
π΄Have the best client experience from inquiry to booking to payments to travel
π΄Have an amazing training system and SOPβs
My response? Say less!
We hopped on a 2-hour planning session to create 18 custom deliverables that would help this biz owner achieve these 4 goals and then some.
For the last 3 weeks, I've been working to not just make sure these goals are met, but to give this CEO peace of mind that after 7+ years in biz they will have systems that serve them, not just their clients.
Because y'all nosey, here's just a glimpse into the work I'll be delivering this week:
ππΎ Custom Airtable base created for managing + automatically qualifying all lead applications, notifying the team when to take action in creating proposals, and managing booked client requests + information
ππΎ An overhaul of all Dubsado client facing forms to match their luxury branding
ππΎ ClickUp setup in a way that the team will actually use it to manage internal + client tasks
ππΎ Internal notification system setup so the team doesn't have to be glued to their emails
ππΎ SOPs documented so there is no guess work on what's supposed to happen, when and where
ππΎ Simplifying tf out of Dubsado workflows
ππΎ More automations, more integrations with LESS work for this busy CEO
Your peace of mind is right around the corner too, Reader.
You don't have to wait months to see results. You don't have to keep pushing off your goals because you're so busy serving your clients. And you certainly don't have to keep doing all this shit on your own.
I'm working to bottle up this post-holiday peace and share it with as many biz owners as I can - starting with you π.
I have (1) January and (1) February Systems Glow Up project available. After you apply you'll receive a link to a proposal with all of your project + payment dates to make it official. We'll have our planning call to share your highest priority painpoints and ops issues, and I'll get to work, doing the work.
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