Click the icon to the left of each workshop to open and close the event summary.

Schedule and agendas are subject to change.

Map out your process and draft your client onboarding kit in real time.

86% of buyers are willing to pay more for a great customer experience. – PwC

STOP SUFFERING FROM:

  • Excessive time spent on repetitive tasks
  • Miscommunications with clients and members
  • Inefficient processes
  • Unnecessary meetings
  • Low referral rates


WHO SHOULD ATTEND?

  • Service-Based Small Businesses
  • Professional-Service Providers
  • Event Planners and Managers


REGISTER to receive the video conferencing link via email.   


Delight your customers!
 

This workshop is designed to help small businesses streamline their client onboarding processes. By optimizing these critical touchpoints, attendees will save time, reduce headaches, and build stronger client relationships that lead to increased referrals and business growth.

Our virtual Open Houses are free workshops where you see live examples of the strategies we teach our clients and the free or low-cost software available to streamline your operations and office administration. Dramatically alter how you run your business, delegate tasks, follow up on leads, and much more.

 

Grow your business! Delight your customers and members!

Join our virtual workshops to learn the essential tools, resources, and best practices that small businesses and nonprofits need to be more productive and impactful. See live examples of the strategies we teach our clients and the free or low-cost software available to streamline your operations and office administration. Dramatically alter how you run your business, delegate tasks, follow up on leads, and much more.

During this month's workshop, learn how to enhance the client experience through processes that lead to improved efficiency, stronger client relationships, and business growth.

 

Get a behind-the-scenes look at how to select, set up, and manage customer relationship management (CRM) software.

11:00am - 11:06am:  Introduction to customer relationship management (CRM) software 

11:06am - 11:30am:  A look at our preferred CRM software

11:30am - 11:45am:  Selecting a software based on your needs and preferences

11:45am - 12:00pm:  Q & A

 

Get a behind-the-scenes look at how to select, set up, and manage customer relationship management (CRM) software.

3:00pm - 3:10pm:  Introduction to customer relationship management (CRM) and work management software

3:10pm - 3:25pm:  A look at our preferred CRM software

3:25pm - 3:40pm:  A look at our preferred work management software

3:40pm - 3:50pm:  Selecting a software based on your needs and preferences

3:50pm - 4:00pm:  Q & A