I still remember the early days of running my small business: juggling spreadsheets, sticky notes, and late-night follow-ups that somehow still slipped through the cracks. I thought I was organized… until I realized leads were going cold, customers weren’t getting replies, and deals were getting lost somewhere between my inbox and my memory. That’s when...
After years in consulting, I’ve learned one truth — even the best consultant can lose a client if their systems are disorganized. I’ve been there myself, trying to manage projects, follow-ups, and client details across spreadsheets, emails, and scattered notes. It only took a few missed reminders and forgotten conversations to realize how quickly things...
You’ve got a brilliant product or service, but your potential customers aren’t converting. Sounds familiar? Getting leads is easy—any decent ad campaign or content asset can get people through the door. But turning those leads into paying, long-term customers? That’s where most businesses stall. As someone who’s helped businesses—from small startups to growing sales teams—bridge...
Do you spend nearly half your workweek buried in paperwork instead of helping clients? I’ve seen this first-hand working alongside financial advisors, and it’s frustrating. A recent J.D. Power study found that about 28% of advisors don’t have enough time for clients because they spend 41% more time on compliance and admin tasks than their...