Systems Saved Me® Brandi Bernoskie; Streamline Your Client Onboarding
This episode is brought to you by Personalized Procedures.
Today, I’m discussing client intake/onboarding processes. My guest is Brandi Bernoskie from Alchemy + Aim. She and I discuss how she improved her client intake system and how it increased the productivity of her business.
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Topics:
- (03:38) Steps Brandi took to create a better client intake system
- (07:40) E-mail automation programs
- (10:35) Brandi’s best financial investment for her business
- (15:05) Brandi’s worst financial investment for her business
- (18:12) Onboarding teams with the Kolbe Method
Quote of the Week:
“I’m inclined to improv.” -Brandi Bernoskie
Resources:
Guest Stats:
[Bio provided by guest]
[What’s new in her world]
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