6 Minute Stories: Storytelling Marketing for Business Success

14. The software I use to keep track of my client stories'


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In this episode of Six Minute Stories, Mackenzie will take you through how she keeps track of her clients from before they start working together until the last off-boarding form! From struggles to success, even if it's been years since you worked with a client.. you can still reflect and take yourself back to those moments like it was just yesterday! 

  1. Onboarding Forms 
  2. Google doc to take note of calls together
  3. Voxer/telegram sessions for even more context
  4. Offboarding questionnaire 

Let me know if you have any more recommendations for the podcast!! Can't wait to hear from you!! 

 

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6 Minute Stories: Storytelling Marketing for Business SuccessBy Mackenzie Heflin