The Secret To Managing Your Client Work In A Way That Feels Aligned With Your Vision For Your Business

Service providers, coaches, agency owners let go of the overwhelm and be freed up to work in your business with ease and efficiency.

Using my combined 10 years of experience as a project manager for projects large and small I have created this schedule template you can use to start working more efficiently today!

What you will find in this download:
  • The critical information you need for new client work
  • Why creating a schedule helps you to prioritize your work
  • Common mini processes I use in my business
  • How to manage client expectations from the beginning of the relationship so you can enjoy your work.
  • How to create a Biz at a Glance Schedule
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This download is for you if you:
  • have multiple clients or projects in your business
  • wish you could sit down at your desk and know what to do next
  • struggle prioritizing things that you need to do
  • feel overwhelmed with everything you need to do
  • want to provide an excellent client, team and CEO experience
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How a Schedule helps
  • PLANNING: It helps in planning and organizing tasks and activities in a way that makes sense for the project and the goals that are being worked toward.
  • ACCOUNTABILITY: It provides a clear view of who is responsible for what and when it needs to be done, holding team members accountable for their work.
  • PRIORITIZATION: It helps prioritizing tasks based on their importance, urgency and dependencies which helps with managing time more wisely.
  • COMMUNICATION: It helps in communicating project progress and deadlines.
  • MOTIVATION: It helps in setting achievable goals and milestones that feel doable and helps team members feel motivated and focus on the overall goals.