How to Keep Clients Informed Without More Meetings
Keep your clients informed with short weekly client updates that make progress and approvals easy, so you can save your calls for conversations that need them.
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How to Take Time Off When Clients Rely on You
Learn how to take time off when clients rely on you, with clear expectations, realistic support arrangements, and fewer avoidable interruptions while you’re away.
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How to Get Client Testimonials From Your Client Calls
Learn how to get client testimonials from your call transcripts, check quotes, ask permission, and save client wins for your next email, post, or case study.
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How I Prep Client Meeting Follow-Ups in Under 10 Minutes
My client meeting follow-up takes under 10 minutes once the transcript is ready. Here’s how I use MeetGeek, ChatGPT, and my Client Call Assistant to do it.
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Client Email Templates for Your VA: What to Send, Draft, and Flag
Learn how to create client email templates, decision making boundaries, and a review process that helps your VA manage more of your client inbox.
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The Secret to Building a Business That’s Better for Your Clients, Your Team, and You
The clients I love working with care deeply about how people experience their business just as much as they care about growing it. That might sound like a small distinction, but it’s not. Because every business creates three experiences, whether you design them intentionally or not. 1. The Client Experience The…
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How to automate your client onboarding process
I know you’re tired of drowning in digital paperwork, struggling with manual processes, and missing out on potential clients because of a sluggish onboarding system. If that sounds like you, then you’re in the right place. Let’s dive into the world of automation and discover how it can transform your…
