SCOPE OF WORK: DUBSADO VIP DAY
Morgan Bullock of The Winning Play Co., a people development agency, wanted an automated onboarding and offboarding process so she can ensure that she has covered everything with her clients. Because of her lack of an offboarding process, Morgan wasn’t getting testimonials. From lead to leave, she wanted a seamless and professional process that left no room for questions, concerns, or missed opportunities for upselling or testimonials.
Kind Words
Thinking I could do this myself [was a big hesitation before reaching out for help]. This was one of the best investments I’ve made for my business. [I had an] immediate connection with Kelli. Our discovery call left me assured and confident in what they could deliver. Communication, direction, and ease [were what I liked best]. Do it! Get your systems in order! Become confident in your back-end processes so you can show up as your full self on the front end.
