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Days
Hours
Minutes
Seconds

effortless

engine

CLIENT MANAGEMENT

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Effortless Engine automates every aspect of client management, from onboarding to offboarding

  • Automated Client Onboarding (forms, contracts, and welcome sequences)
  • CRM Setup and Integration (data organization, task management, and segmentation)
  • Automated Communication (email reminders, follow-ups, and feedback requests)
  • Invoice and Payment Automation (invoice generation, payment processing, reminders)
  • Client Portal Access (document sharing, invoice tracking, and project details)
  • Ongoing Support and Optimization (system updates, monitoring, and adjustments)

What to expect

Should you join this program?

If you answer yes to any of the following then the program is perfect for you 

  • Small Business Owners: Looking to streamline client management and automate daily tasks.
  • Entrepreneurs: Needing efficient systems to manage growing client bases without manual effort.
  • Freelancers: Wanting to save time on client onboarding, invoicing, and communication processes.
  • Product-Based Companies: Requiring automated workflow for customer retention
  • Businesses with Client Management Pain Points: Facing challenges in organizing client data, follow-ups, and payments.
  • Service-Based Companies: Requiring automated workflows for client-facing services.
  • Companies Seeking Scalability: Planning to grow but needing systems that scale with their operations.
  • Businesses with multiple clients: Looking for a new system or upgraded system to manage clients.

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Program outline

What to expect for the duration of this program

① Initial Consultation & Audit

  • We get on a call, audit processes, and identify opportunities.

② CRM Setup

  • If you have a CRM that you already love using we assess its capabilities or provide a new one
  • If you do not have a CRM we implement one
  • Integrate tools and automate workflows.

③ Automated Communication

  • Set up email sequences, feedback requests.

④ Invoice & Payments Automation

  • Automate invoicing and reminders.

⑤ Client Portal Setup

  • Provide 24/7 document access.

⑥ Optimization & Handoff

  • Process & system training and finalization.

⑦ Ongoing Maintenance

  • Continued support and system maintenance.

Program starts in

Days
Hours
Minutes
Seconds

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