Simple Client Systems
A short Mastermind to set your client processes up to look profesh and feel easy
Simple Client Systems
is a 5 week small group (6 max) mastermind to help you set up your client workflows, track your clients and take the hard work out of your service business.
I'm Aerlie!
I'm a Systems and Scaling Strategist.
I know how time-consuming it is to responding to queries, answer client questions, check in, follow up payments. It can be a full time job on it's own - but now I rarely do any of that.
Once I had a clear process, and the tools set up the support it, they could take over ALL of those tasks - so that I didn't have to any more.
I've helped my clients reclaim time and create space in their life for ....life... just by having a clear flow of communications and operations for leads and clients.
This also allows you to sell without feeling icky, and receive money before you provide your service. That's definitely a game changer!
Week 1: Reviewing your lead workflows so we can simplify and set up to save you time
Week 2: Online Scheduler & payment process and customisations so its easy for your clients to book sessions and pay in advance
Week 3: Onboarding with love so that your clients know their next steps
Week 4: Tracking Clients and Packages so that you don't forget to touch base with anyone again!
Week 5: Canned Emails & Dubsado Demo because templates save time.
⭐️ feel loved and confident taking the next steps with you
⭐️find it easy to book and pay (without needing you in the process!)
⭐️ Think you are a professional service provider that they're happy to refer
⭐️ never work without payment first again
⭐️have more time to market and scale your business
⭐️ know exactly where a client is over the life of a package
⭐️ have increased your capacity for clients (but that doesn't mean you have to fill it!)
In the first half of this year I was so focussed on doing MORE that I would get up and open ALL the tabs in my browser and then beat myself up about not getting all the things done.
Now when I sit down to work I know what I need to get done, do it, and then move on.
THANK YOU Aerlie! It feels so strange to be achieving more while working less hours. But I am so much more balanced and really looking forward to spending more time with you. x
Lizzie Carrol, Cairns Birth Passionista
Aerlie Wildy
Welcome
Zoom link