Are you striving to bring order and efficiency to your daily operations and create an epic customer journey?
Are you feeling like:
You can’t keep up with the status of your client projects
You respond differently to each inquiry or client update
You are constantly chasing your tail to figure out where each client is at with onboarding
You have no system
Perhaps you're not quite ready to outsource to an OBM or dive into the specifics with a Systems Strategist. You may have looked at CRMs, but find the implementation overwhelming.
I understand the need for a middle ground—something that empowers you with effective hacks, saves you time, and puts you in control without overwhelming complexity.
This package is tailored for business owners who are seeking to streamline and implement solutions, but aren’t ready for a full-on CRM. If you're looking to streamline your processes and enhance client communications without the commitment of outsourcing or implementing new software, this is for you.
Say goodbye to the chaos and welcome a newfound sense of control.
Introducing the Onboarding Optimiser.
Step into the Ultimate Business Organization Package – Your Seamless Onboarding Solution Tailored for Busy Women!
The Onboarding Optimiser is perfect for the person wanting a birdseye view across their sales pipeline. You want to communicate clearly and effectively, so no one falls through the cracks.
With my unique blend of templates, emails, and systems you will:
👉🏻 Know exactly where a client is in the pipeline.
👉🏻 Enjoy a clear understanding of the next steps with ready-to-use templates.
👉🏻 Save time by eliminating uncertainties about progress and communication.
All for a bargain at $199
Make no more excuses about providing a less-than-stellar client experience - not with this in your arsenal.
What’s inside the Onboarding Optimiser?
Take the leap towards a more organized and efficient business journey. Purchase now and reclaim control over your processes and client interactions!
✔️ Effortlessly navigate through each stage of the client journey with a ready-to-go email template vault.
✔️ A plug-and-play, fully customisable Client Hub Trello Board
✔️ Feel at ease as your move through each phase with my favourite workflows to keep you on track.
✔️ Make client comms a breeze when you follow my client meeting recommendations
✔️ Get the info you need, when you need it, with these fully customisable Google Forms
✔️ Put your best foot forward with a client welcome kit that covers everything from your boundaries, how you work and what’s next.
Wondering what a difference having a wing woman can make to your business?
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Meredith, you are an absolute queen! Thank you for sorting my automations and further streamlining my business. Your ideas were top notch and implementation next level. Thank you so much!
Tori Kopke, The Rural Business Coach
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Working with Meredith has been a game-changer for my time and my business!
Rebecca Bradshaw, Rural Child Health
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Meredith is an absolute tech whiz when it comes to streamlining my workflows, projects, automations, and more! Her attention to detail and process is invaluable for business owners!
Kayla Downey, Outback Digital
Imagine the results…
✨ of having an epic customer journey.
✨ of using a proven workflow.
✨ of making your forms and email templates that work for you.
