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Remain. Retain. Regain. Easy as 1, 2, 3...

Welcome and Thank You! So awesome to have you here!

Great to see you here.

In this training, you’ll have the templates, training, and techniques I have used for YEARS to help my clients streamline their client renewal process.

This process will put hours back into your workday and take the worry out of your current client nurturing.

How to use this training?

First, work through the tabs from Part 1 to Part 3. Each has video training to help you make the most of the system I use with my clients. 

I've created a BUNCH of Bonuses too to make it SUPER easy to get started today loving on your sweet clients and creating the TRUST factor in your business. Click on the Bonuses tab to grab those resources.  

If you have any questions about this training or need more help, please feel free to reach out to me at info@firstcuptoclose.com.

I am happy to support you in your journey to create amazing customer service for your clients year after year.

This first training is all about setting up your Client Journey board and knowing the features you have on Trello to get the very most out of this platform.

Who's ready to make the MOST out of your systems so you can work smarter in your business?

Yep! Me too...

We are going to talk about layering your programs and get automated reminders to move your customer service to another level.

This is one of my FAVORITE parts of this system! We are going to check out how to create a powerful system where your clients feel like they are REALLY apart of your amazing community.

I’m also giving you a sneak peek into the several bonuses I have for you! You can find those on the last tab above.

I'm all about making your life a little easier and skipping the learning curve.

AND I know your business is busy!

I don’t want to make it hard to get started... so I created several bonuses for you to jump start your organization.

Here are SEVERAL resources to make things easier to get going on creating your ideal client journey. Just click on the link below to open each resource.

 

Client Management Trello Board Template

One on One Client Trello Board Template

Trello Cheatsheet for Formatting Your Trello Text

New Client Survey Checklist

New Lead Journey Tracker Spreadsheet