The first thing that I do with new private clients is we actually get this dashboard set up for them. The reason that that is helpful is because you can visually see what you have booked so far for the year. Another big thing is the percentage breakdown of our offer suite. So month over month, we can see how close we are or if we're a little bit off and how we might want to shift our strategy in order to accommodate.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode