In this episode, I’m talking with Brittany Dixon about creating a client on-boarding framework. Brittany is going to walk us step-by-step through her R.O.A.D. to Scalability framework and how we can apply it to creating, automating, and maintaining the on-boarding part of our business. We talk about why on-boarding is essential, the processes you need to create, and choosing the right tools to help you automate without losing your personal touch with your clients.

Topics Discussed:

• Why is having an on-boarding process in your business so important
• The processes you need to create
• The first step to creating a successful on-boarding process
• Choosing the right tools
• Getting your process into your system and making sure it works
• Maintaining a personal connection through automation
• The importance of documenting your process

Resources Discussed:

• Pipedrive
• Streak
• Dubsado
• PandaDoc
• Plutio
• Asana

Connect with Brittany:

Brittany Dixon, of Brittany & Co., is a Podcaster, Business Strategist and Productivity Coach. She helps digital marketing professionals Work Smarter, not Harder to book more clients and impact more businesses!

She specializes in helping her clients organize the day to day of the business. Business owners didn't start a business to run a business, but operations are essential to growth. She helps to document and refine their business processes & infrastructure to allow the business to run more efficiently and grow! Efficiency = Scalability!

A mother of Twin girls Kenna and Layla, Brittany started her Entrepreneurial journey in October 2015 when she started her Professional Organizing business Clutter Control. She then ventured into the online business world in March 2017 and Brittany & Co was born. Prior to starting her businesses, Brittany spent 12 years in Customer Service, Event Planning, and Hospitality. Learn more at www.processforprofit.co/about

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