Reply To: Stacking Clients

Forums Client Management Stacking Clients Reply To: Stacking Clients

#14649
Kathy BjorklundKathy Bjorklund
Participant

Thanks for your reply, Adam!

You’ve got me thinking about the system I use at work for tracking the progress of my incentive groups and how it would really suit this type of work. I’ll just need to build a comparable spreadsheet to use for this to start with. I think that will help me declutter my mind, too. There are so many steps to remember!

I think I’ll wait to take anyone on right now while I set my system up. I don’t have any type of literature or pricing or anything yet. That will also give me some time to get the first phase of the slide project underway.

I start full time again at the day job on Monday and feel like I need to get a handle on that again. I’m almost positive I’ll have time to work on the computer stuff there. Also, business webinars from the forum.

Maybe for now, I can tell my friend’s contact that I’m booked right now, but I can add her to my waitlist?

Thanks again!

Kathy