Learn the power of building an automated customer welcome and onboarding experience
During this 3-day challenge we will go through everything you need to know to improve your client welcome and onboarding process, and make it automated!
What that means for you is the ability to make sales and create an amazing first impression on your new clients, while remaining present with your family and friends on the weekend! The real value?
More time for Friday night date nights, Saturday morning soccer matches, and weekend girls’ trips without the stress!
WHAT WILL YOU LEARN?
The Power of Welcome
You will learn an automated sales process so you can make sales on the weekend without needing to check in.
Streamlined Client Onboarding
You will learn how to make your onboarding automated and seamless, so you can get clients started while you are on a weekend getaway.
Using Technology to Automate
You will learn the best options out there to help you automate your onboarding, which allows you to welcome sales and get clients started while you are enjoying time off!
The Details
When are the sessions being held?
The sessions will be held LIVE from 12pm - 1pm on the following days:
Friday, March 1st
Monday, March 4th
Tuesday, March 5th
How do I join the sessions?
All attendees will receive a Zoom link ahead of the first call!
What if those times don’t work for me?
I totally get it, days can get busy and this time might not work for you all three days. Each live session will be recorded and available to you until Sunday, March 2nd at 11:59pm ET.
Will I be able to ask questions specific to my business?
100%. We will go through content to help you understand how these systems can work for your business to give you back your weekend freedom; but we will always leave time for you to ask questions — the goal of the challenge is for you to understand exactly how you can set up your autopilot!
Meet your instructor
Katie Schwartz, Ph.D.
Hello! I’m Katie, and I’m so excited to help you!
I’m a Ph.D. in Aerospace Engineering, but over 5 years ago I took a major career shift because I desired the following: more time to spend with my growing family and the ability to earn more money than my engineering job could provide. I went from designing next generation spacecraft and aircraft, to working with small businesses to streamline their operations.
My company, MTHRBOARD, focuses on helping women-owned businesses leverage technology solutions to improve their operations so they can gain their time, and freedom, back. Technology doesn’t have to be scary. And sometimes implementing a small system can change your business and change your life.
How I use my freedom:
exploring my home city of ATL, cheering on my alma maters (WVU and Georgia Tech), chasing my two young kids around the backyard, and girls trips to Italy!
