It all starts with tracking your leads:
- Contact information at your fingertips
- Know exactly where your leads are in your pipeline
- Track referral partner information
- Track where your leads are coming from
- View your data in a number of different ways
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This powerful tool will help you track new leads and existing clients so that you never leave a lead hanging or miss out on a great opportunity.
Never leave a lead hanging..
Systems and organization is the key to any thriving business. Staying organized is what will help you scale your business with ease.
The Practitioner Lead Tracker is perfect for you if:
- You want one place to track your leads
- You want to keep track of your leads through your sales process
- You want to keep track of your referral partners
Never leave a lead hanging..
Systems and organization is the key to any thriving business. Staying organized is what will help you scale your business with ease.
Practitioner Lead Tracker is perfect for you if:
- You want one place to track your leads
- You want to keep track of your leads through your sales process
- You want to keep track of your referral partners
- WHAT OTHERS SAY ABOUT WORKING WITH US -
What used to be a haphazard, manual process is now completely automated and streamlined.
Jacqui and the Airtable she set up for our business have changed the entire way I deliver work to my clients. What used to be a haphazard, manual process is now completely automated and streamlined. With her system, I can quickly capture everything I need from a client without bugging them and the automation keeps us organized and on schedule.
Jacqui and the Airtable she set up for our business have changed the entire way I deliver work to my clients. What used to be a haphazard, manual process is now completely automated and streamlined. With her system, I can quickly capture everything I need from a client without bugging them and the automation keeps us organized and on schedule.
~ Kathy Brown, Copy Editor
Hi I'm Jacqui
I struggled with client managment too.
One bad client experience after another made me question everything. I was miserable and thought I just wasn’t capable of attracting those dreamy clients everyone was talking about. I’ll be honest, I actually considered getting a J-O-B.
Then one day I asked a particularly “difficult” client point blank what was going on and what she revealed changed everything! It turned out that she was confused, overwhelmed and frustrated by our onboarding and prep work.
What we thought was a seamless experience for clients really wasn’t. So I went back to the drawing board and in so doing found my passion!!
We now create custom client management and prep work systems for service providers just like you!
- LOVE FOR THE SYSTEM -
