#71: The smart client onboarding formula for enhanced customer experience with Melissa Morris
In this episode of the Operations Month series, we’re talking all about automating your business processes to give your clients - and yourself - a better experience.
Melissa Morris is a business operations consultant who helps service providers streamline and automate their business processes. She focuses especially on client onboarding, management and offboarding so her clients can spend less time working in their business and more time working on their business.
Melissa and I talk about how to know if you need processes and automation, why so many business owners fall into the overworking and overdelivering trap, and how to set boundaries with your clients from the outset. We also discuss strategic automation and whether you should work with a business operations manager.
You can find complete show notes and resources for this episode at scalingdeep.com/onboarding-clients-melissa-morris.