Feeling like your client process is all over the place? You're not alone. If you manually manage every step, juggle leads in your DMs, or constantly drop the ball during onboarding, this episode is for you.
I’m sharing what needs to happen before you plug into a CRM, so your systems support you (instead of creating more chaos). I’ll walk you through real-life examples of how my clients moved from burnout to business flow, and how you can start setting that foundation too.
Whether you’re stuck, overwhelmed, or just not sure where to start, I’ve got you.
This isn't a how-to; it’s a mindset and strategy shift to help you see what’s possible when your business is built with systems in mind.
🌿Prefer to watch the video? Check it out HERE on YouTube.
K & D Jones Client Services LLC
🌿Work With Me: www.yoursystemspro.com
🌿Watch the video on YouTube @kenniqualewter
🌿Let's keep the conversation going. Feel free to send me DM on Instagram @kenniqua.lewter
🌿Follow me on YouTube, @KenniquaLewter
Save 20+ Hours Per Week with Smarter Client Experience Systems
Let's keep the conversation going. Send me a DM on Instagram or Threads @kenniqua.lewter
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