What can I do for you?
I’ve experienced every change in operations that agencies go through over the years - mergers and acquisitions, layoffs, COVID years, working with ‘green producers’, and more book shifts of all sizes than I can count - and have led my teams through and onto success and retention improvement.
Let me do the same for you!
Whether your company just took on a new CRM or Document Filing system, you have no time or expertise (or patience!) to try to stay on top of your website management and marketing efforts to keep up with the competition, or you simply want to get your service team aligned in their client communications, I’ve got a solution for you!
CRM/FMS Auditing/Rework
$50/hr
Don’t have time to make sure the client file is up to date and accurately documented in your Client Resource Management and File Management Systems since that last book shift or system change?
No worries, I got you!
Give me a few days with a target set of accounts to tackle, and we’ll get things squared away so your team can be as efficient and ‘on the ball’ as ever!
Service Email Template Packages
$75-$500
Training employees how to write professional and clear emails when you should be using that time to brush them on on their rounding skills??
No matter what their prior experience, or lack thereof, everyone has their own writing style. Take the guesswork out of ‘the right way’ and just give them a ‘plug and send’ template to cut their workload by half and your stress by even more!
Online Presence Management
Varies
While a few clients do still love to drop by the office, most prefer to find what they need online and do their own research before committing to a conversation. Nowadays, your agency’s website IS your business card, referral link, and even your main recruiting tool, so let’s get it into the right hands!
Whether you’re looking to create or rebrand your online and social media presence, update your website to make it more user friendly for your clients, or simply take the workload off of yourself and have it collaboratively managed, let’s connect to see how I can offload your webpage management worries. :)
Reach out!
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!