Automation and Workflow Services
It's time to get clear and get focused!
I've been there. I know what it's like to run a business and feel stuck, on the verge of giving up... Always asking: "What if this never works for me?", "I'm working way too hard and not getting anywhere!", or "If only I could find someone who has already done this to show me the ropes..."
Your Change Starts Now...
Allow me to give you the strategies, tools and techniques to take control of your workload with clarity, focus and motivation to make you a more successful entrepreneur.
Coaching Services Provided:
Automation & Workflow
This service is a 90 minute session where we will strategize and map out your business process(es). The session is designed to be interactive, with your needs being the primary focus. It's for users who need help with their business workflows. The end goal is for you to have a clear plan to proceed.
We will review your comprehensive list of all assets needed in order for you to build out your workflow (forms, emails, packages & payment plans, schedulers) and I will make recommendations for improvement.
Done with you
As a business boss, you don't have time for manual, repetitive work. After calls with clients, you spend hours sending the same proposals, invoices, contracts, and follow-up emails. During this session we will work together to automate your appointment setups, email responses, lead communications, and other workflows using your 17hats CRM.
Done For you
As a business boss, you don't have time for manual, repetitive work. After calls with clients, you spend hours sending the same proposals, invoices, contracts, and follow-up emails. Let me automate your appointment setups, email responses, lead communications, and other workflows using your 17hats CRM. By having an automated CRM, you'll save time, money, and increase sales.
This training equipped me with the tools and knowledge to take my business to the next level. Shawn is very patient, organized, and detailed. I'm inspired to grow to higher heights. Thank you for allowing me the opportunity to grow as a businesswoman.
How Do I Help You?
I start by defining the objective of your session. Whether it's to create a new workflow, help with email templates or to gain insight into how you can improve your business - we'll figure out what needs to be done in order to achieve it.
As a result of working with me clients have:
Got more questions or don't know which service you need?