<p>Today I'm joined by Loran Geeter who is is a systems and workflow expert as well as an OBM. She offers done-for-you automation services to service based businesses. On this episode, Loran explains what needs to be included in your client onboarding process. We also discuss the difference between hiring an OBM and a VA.</p> <p>Learn more at: www.AlmaBradford.com</p>

Today I'm joined by Loran Geeter who is is a systems and workflow expert as well as an OBM. She offers done-for-you automation services to service based businesses. On this episode, Loran explains what needs to be included in your client onboarding process. We also discuss the difference between hiring an OBM and a VA. Learn more at: www.AlmaBradford.com

EP 021: Automate Your Client Onboarding With Loran Geeter

Simplify and Thrive is a business podcast for service providers, consultants, and agency owners who want to grow a business that's both profitable and sustainable.

If you're tired of chasing hustle culture and complicated strategies, this is your space to learn how to scale with simplicity. Each week, we'll dive into the systems, mindset shifts, and content strategies that help you streamline your business, clarify your messaging, and build a personal brand that attracts clients with ease.

Regardless of where you are at in your business journey, you'll discover how to simplify your operations, reclaim your time, and thrive as the CEO of a business that truly supports your life.

Business

Entrepreneurship

Simplify and Thrive is a business podcast for service providers, consultants, and agency owners who want to grow a business that's both profitable and sustainable. If you're tired of chasing hustle culture and complicated strategies, this is your space to learn how to scale with simplicity. Each week, we'll dive into the systems, mindset shifts, and content strategies that help you streamline your business, clarify your messaging, and build a personal brand that attracts clients with ease. Regardless of where you are at in your business journey, you'll discover how to simplify your operations, reclaim your time, and thrive as the CEO of a business that truly supports your life.

Share EP 021: Automate Your Client Onboarding With Loran Geeter

Sign up to save your podcasts

EP 021: Automate Your Client Onboarding With Loran Geeter

EP 021: Automate Your Client Onboarding With Loran Geeter