Peek Inside My Client Management System


Can you go on holiday to Italy for a month without your laptop and still be confident that leads and clients are taken care of? Have you considered that most of the things you’re currently doing manually like booking appointments, managing leads and clients, or sending emails can be automated? 

Hi, I’m Jacqui Money and I’m a systems and automation strategist who works with introverted solopreneur service providers and coaches to scale their businesses without having to hire a huge team or work more hours just to make more money! Today I’m also joined by my little parakeet Cloud who is just as excited about automation as I am.

So if automating your client experience is of interest to you then stick around and let me show you my own client onboarding process.

? Want to work with #VirtualDuo to get your custom client management system set up in #airtable? Check out our Systems Makeover Magic VIP Day

⭐ Want to try Airtable yourself? Use our affiliate link

❓ Need help figuring out your client onboarding grab our Fluff free Onboard Like a Pro Checklist

Affiliate Disclaimer: Some links go to my website or are affiliate links where I’ll earn free stuff, a small commission, or good karma if you make a purchase. There is no additional cost to you for using these links, but it does help support me, and this content…and (sometimes) gives you discounts, too!