Kristen David

happy faces moving through a funnel

Showing Your Clients You Care with Effective Systems

Effective client care systems equip you to serve your clients well without letting things fall through the cracks, but they do much more. Having these systems in place shows your clients you care enough to anticipate and manage the details of their experience with you! From the moment a prospect first has contact with your …

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Building Out Your Workflows for Profitability

Have you noticed certain tasks getting dropped or processes taking much longer than you believe they should in your company? Or have some of your employees started to murmur about being overwhelmed? The problem might not be with your team; the problem might be your workflows. This is a common problem among business owners. You …

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Diverse group of professionals

Building a Diverse Team with Growth in Mind

When you first start to build a team, it’s common to look for employees based on their skillset. Do you need someone to answer the phones or handle your email and scheduling? A great Receptionist or Executive Assistant will fill those needs. However, your team is much more than just skillsets and availability; in order …

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Getting Ahead of Your Business Finances

Your numbers: chances are, you either love them or hate them. There usually isn’t a lot of gray area there. They really are important, though – and getting ahead of your finances is essential to your business planning and profitability. For many business owners, finances and financial reports are things that are either filed away …

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