Services

Networking Concierge:

Networking isn’t your thing? Don’t have the time, or want to fast track your networking? We have you covered!
Let us do the networking for you and make personal introductions to your ideal referral partners, saving you time and energy. We also offer follow up assistance, event recommendations and coaching services.

CRM (Customer Relationship Management) Assistance:

Are you using excel to manage your clients and prospects? A CRM system can help you manage and organize your relationships in half the time. We’ll teach you all about CRM systems, identify ones that best fit your needs and budget, and help with set up.

Client Experience Design:

Not getting the repeat business and referrals you want? We can help you identify the root problems, develop a plan and help you execute the plan. We assist with developing loyalty programs, retention marketing, and more.