In this webinar, Cait is deep diving the processes she uses in her own business as a Systems Strategist, and including lots of tips and tricks along the way for any business owner to use in improving your client experience (while also making your life easier). Topics include using the scheduler as the point of entry in the lead process, preparing custom quotes, setting up payment schedules based on uncertain dates, effective onboarding strategies (plus one of her signature hacks!), handling the fulfillment stage of a project in the workflow (even when your tasks are managed in an outside tool), and her method for an effective and empowering offboarding process. Systems Strategists and business owners with project-based offerings, you DON'T want to miss this!