A consultant came to us for an efficiency discovery call.
We discovered some inefficiencies in his appointment workflows.
We diagnosed his scheduling system a-z. Identified sections to integrate automations.
Built a road map to outline goals and outcomes.
Now, his clients get a reminder text the day of the meeting.
All his notes and documents are neatly organized and trigger a notification to access them as he arrives.
Join the beta program today if you would like to:
-Streamline your agenda.
-Automate your digital filing system.
-Build stronger client relations.
Book an efficiency discovery and find out how organized you could be!
Speak with someone now:
WHAT PEOPLE SAY
"Alex was extremely helpful and solved my image messaging problem quickly. I would highly recommend"
— Kristin, Child-care