accountantsYour Clients Don't Know Their Return Is Done. That's Why They Call.Your Clients Don't Know Their Return Is Done. That's Why They Call. Here's what happens right now. You finish their return. It's ready for review. You send an email. They're on vacation. They see it...Read more →
accountantsYou Don't Know Who's Waiting on What. That's the Problem.You Don't Know Who's Waiting on What. That's the Problem. Quick question: how many clients do you have right now with documents still missing? If you had to think about it, you've already missed some...Read more →
med-spasThe Free Consult That Walks Out and Never Comes BackThe Free Consult That Walks Out and Never Comes Back A woman walks into a Beacon med spa for a free Botox consult. She's engaged, asks the right questions, leaves excited. Then nothing. No booking,...Read more →
med-spasThe Ten-Week Window Where You Lose HerThe Ten-Week Window Where You Lose Her A Botox client walks out of a Kingston med spa looking refreshed. She loved the injector, loved the result, said she'd be back. Ten weeks later she sees an...Read more →
med-spasStill Using Clipboards? That's Costing You Time.Still Using Clipboards? That's Costing You Time. Let me ask you something. When a new client walks in for their first treatment, what's your front desk doing? If the answer is printing, scanning, and...Read more →
law-firms"They Just Got Busy" Is Costing You Clients"They Just Got Busy" Is Costing You Clients A prospect walks out of a consultation at a Newburgh law firm sounding ready. She took notes, asked about retainer, said she'd be in touch by Friday....Read more →
law-firmsThe Billable Hours You're Burning on "Where's My Case?"The Billable Hours You're Burning on "Where's My Case?" An associate at a Kingston firm pulled her call log for a week. Forty-three inbound calls. Twenty-nine of them were clients asking for status...Read more →
law-firmsYou Run Your Practice in Your Head. That's the Problem.You Run Your Practice in Your Head. That's the Problem. Quick question: how many active cases do you have right now that are stalled waiting on documents? If you had to think about it, you've already...Read more →
floristsSomeone Called for a Wedding Floral Quote. You Were on Another Order. They Went Elsewhere.Someone Called for a Wedding Floral Quote. You Were on Another Order. They Went Elsewhere. Here's the thing about running a florist. You're in the middle of a big wedding order. Your phone rings....Read more →
floristsYou're Doing Wedding Quotes in a Spreadsheet. That's Slow.You're Doing Wedding Quotes in a Spreadsheet. That's Slow. Quick question: how long does it take you to put together a wedding floral quote? If it's more than 20 minutes, you're spending too much...Read more →
moversSomeone Called for a Move. You Were on Another Job. They Hired Someone Else.Someone Called for a Move. You Were on Another Job. They Hired Someone Else. Here's the thing about running a moving company. You're on a job. Your phone rings. It's someone needing a mover for this...Read more →
moversYou're Doing Quotes in Your Head. That's Costing You Money.You're Doing Quotes in Your Head. That's Costing You Money. Quick question: how do you price a move right now? If the answer is "I eyeball it" or "I calculate in my head," you're probably...Read more →