HoW To Scale with Automation

In this video, we address the following problems:

1. Prospects often fall through the cracks because they’re not followed up on systematically.
2. Clients might not be led through a quality fact finding process ensuring all areas are attended to.
3. There’s often a concentration of work with newly onboarded clients, known as the "pig in the python" problem.

Scaling with automation is about leveraging technology to streamline processes and improve efficiency. By systematically addressing prospecting, onboarding, and client servicing, you can scale your business sustainably and effectively. Remember, it’s about working on the right things to achieve a balanced life.