Latest / Business-First Creatives: Client Experience & Systems for Service Providers
Building Custom Workflows for Custom Services in Dubsado with Xan Heller [Client Experience]
What if the best systems in your business didn't make your client experience feel more automated, but actually made it feel more personal?
In this episode, I'm sitting down with Xan Heller, who has gone through both Systems in Session and The Experience Edit, to talk about what happened when she stopped trying to figure out her CRM on her own and finally built systems that supported the custom, high-touch experience she wanted every client to have.
What I think you'll find funny about Xan's experience is that she actually told me "no" more times than almost any client I've worked with. No to…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.