13. Transform Your Client Onboarding Process Through Automation with Charlotte Isaac

Charlotte is on a mission to help small business owners ditch the hustle, and grow businesses that let them live life unchained from their desks. Using tools like Dubsado, she helps people automate and elevate their client processes (like onboarding and offboarding) so they can focus on growing their business, not just maintaining it. Charlotte is the Dubsado queen and she has saved my life when it comes to my processes and onboarding clients – what used to take me hours now takes minutes! Dubsado is a very robust tool and I was not using it to it's fullest capabilities until I hired Charlotte. In this episode we are talking all things client management – 3 types of tools you should be using, why to invest in a CRM system, making a plan before you dive in, great questions to ask on lead forms, how to vet clients and so much more. You will leave ready to get organized and be at the top of your game with your clients! Dubsado - This affiliate link gives you 20% off your first month or year of Dubsado. The Shine Online Webinar - 60-minute webinar training to learn how to easily create Instagram content that your audience loves in just a few hours each month SHOW NOTES You can connect with Charlotte on IG: @charlotteisaachq or her website: charlotteisaac.com CONNECT WITH NATASHA Website Instagram