Streamline Your Client Admin & Care
Your checklist for hassle-free 1 to 1 services, from onboarding through to getting that rave testimonial.
This checklist is for solo business owners selling 1 to 1 services online (even if you deliver the service offline).
Use this checklist to create streamlined services for you and clients that will:
- save you time on repetitive admin tasks
- ease the mental load of staying on top of your clients' needs
- avoid the decision fatigue of reinventing the wheel for each client
- build confidence that you and your clients are on the same page
- reassure you that you're delivering the best service for your clients.
Includes tips on when to document processes, when to create templates, and when to automate or outsource.
Get your client processes running smoothly, whilst giving your 1 to 1 clients the care they deserve.
You’ll also receive regular emails with tips and advice for levelling up your client management.
I'm Jo Shock from Streamlines Virtual Support, and I help 1 to 1 service providers to level up your client management.
I help to ease the mental load and get fit-for-purpose systems for your client onboarding, delivery and follow-up.
Whether onboarding new clients takes you forever...
Delivering for clients gets done but feels messy and overwhelming...
Or you never get round to following up with past clients...
I gently untangle the pain points in your client management and find the right solutions for you.