TOPICS COVERED

• What is a Client Agreement

• How to find the right legal professional

• What to consider when purchasing legal templates online

• The pitfalls of Contra Deals

• Getting help with legal issues

TOPICS COVERED

• My 5 favorite apps for managing your life admin so you can regain your time.

• Apps for personal finance, to-do lists, using voice assistants, calendar sharing and location sharing.

TOPICS COVERED

• What is the Re-Engagement stage of the client journey
• Community groups as a re-engagement strategy
• My experience as a community group participant
• Benefits of using a community group
• Things to consider before starting a community group

TOPICS COVERED

• What is an Appointment Scheduler
• Appointment Scheduler features
• How I use an Appointment Scheduler in my business
• Where to start if you've never used an Appointment Scheduler before

TOPICS COVERED

• Nicole’s business journey

• How Nicole manages her clients now compared to when she first started

• The documents and systems Nicole has implemented over time to manage client expectations

• Managing client onboarding and information gathering

• Difference between over delivery and out of scope work

• Where to start if you want to implement new client expectation strategies in your business

TOPICS COVERED

• What is time blocking?
• Why time blocking is worth giving a try
• The secrets to time blocking successfully and the common pitfalls
• Where to start if you've never time blocked before

Topics Covered:

• The attributes of a good process 
• 5 essential processes for service based businesses

POINTS COVERED

• What is a process
• The main reasons to document your processes

POINTS COVERED

• The benefits of running a paperless office
• The tools you’ll need in order to go paperless
• The first steps to achieving a paperless office
• The good habits to form moving forward

Links:

Online Document Storage

Google Drive

Dropbox

Project Management

ClickUp

Trello

Asana

Digital Note Taking

Evernote

OneNote

Notion

Welcome to The Seriously Sorted Podcast!

POINTS COVERED

• What Seriously Sorted is all about
• Introducing myself as your podcast hostess, Lauren Stratford
• What’s to come from The Seriously Sorted Podcast