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31. How to Streamline Your Client Experience with Sustainable Systems
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In this episode of Storytellers Grove, I sit down with Rachael, a virtual COO and systems expert who helps service-forward business owners optimize their operations with sustainable systems. From burnout to breakthrough, Rachael shares how she transformed her own business and now helps entrepreneurs create streamlined processes that save time, reduce overwhelm, and deliver a stellar client experience. Whether you’re just starting out or knee-deep in onboarding chaos, this conversation will give you a roadmap for simplifying your business operations and regaining your time.
In this episode we're chatting:
- Where to start when you're overwhelmed by systems and tech
- How to identify the bottlenecks in your client experience or operations
- Whether an all-in-one tool or multiple platforms is the right move
- Rachael’s top 3 CRM recommendations (including Dubsado, HoneyBook, and Moxie)
- The difference between project management and CRM tools—and how to use both together
- How to automate small tasks (like creating Google Drive folders!) to save serious time
- A behind-the-scenes look at how ClickUp, Canva, and Metricool can work together
- Why your systems don’t have to replace you—they’re here to support you
- The mindset shift from wearing all the hats to delegating and scaling sustainably
Connect with Rachael:
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