Small win at a coffee shop in Portland changed my onboarding process

I was grabbing a latte at this spot called Proud Mary last Thursday, and I overheard two agency owners talking about how they use a simple checklist doc for new clients. I'd been winging it with emails and phone calls for months, so I tried their method on my next $2,000 retainer client. It cut my back-and-forth time by about 40% and the client actually thanked me for being organized. Has anyone else found a weird place where they picked up a game changer like that?

2 comments

2 Comments

ben_shah933d ago

Glad that worked for you. Small changes make a big difference sometimes.

zarak183d ago

The biggest thing for me was swapping out my morning pastry for a bowl of oatmeal with some berries. Took maybe two weeks before I stopped feeling sluggish by 10 AM. Also started drinking water instead of soda at lunch, which helped way more than I thought it would. Small stuff like that adds up over time without feeling like a huge diet overhaul.