This week Melissa Morris talks to us about onboarding clients and setting boundaries. Sounds easy enough? Well, join us as we dive into some ridiculously simple tips that can yield you big results so you can avoid even bigger mistakes.
Lots of “aha” moments here for me. I had a real awakening of how much I was overlooking!
Learn how to:
- set your client up for success from day 1.
- avoid all sorts of misunderstandings and expectations.
- create a relationship that will benefit you financially for years to come.
Melissa Morris is a Business Operations Consultant who specializes in client processes, including client onboarding, management and offboarding. She uses her 10 years client management experience to help service-based business owners streamline and automate these processes and eliminates the tech setup headache.
Melissa uses her DISCO framework to help business owners go from grinding away working long hours and late nights to running a business that offers freedom and flexibility. In fact, she often says she frees hamsters from wheels.
Melissa has been seen in publications such as INC Magazine, Keap Business Success Blog and CEO Blog Nation. She can also be heard on podcasts such as My Biz Bestie, Productivity Straight Talk and The Sassy Strategist. She frees business owners from overwhelm so they can actually work ON their business and not just IN their business.
Win The Hour, Win The Day! www.winthehourwintheday.com
Podcast: Win The Hour, Win The Day Podcast
You can find Melissa Morris at:
Get your freebie here: www.melissavmorris.com/wth
Check out the Outsourcing Playbook For Busy Entrepreneurs here: https://www.winthehourwintheday.com/outsourcing-playbook
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