Tag: small business automation
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Build a Smarter Client Intake Form Template
A digital client intake form is an online form that helps you gather essential information from new clients. It's a simple replacement for back-and-forth emails, helping you make a professional and efficient first impression. Move Beyond Manual Client Onboarding Manual client intake creates a bottleneck. It's a frustrating process of chasing down missing details, deciphering…
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Your Guide to a Booking System for Small Business
Think about the last time you tried to book an appointment over the phone. You called, got voicemail, left a message, and waited. Then came the back-and-forth dance of finding a time that worked for both of you. It’s a frustrating, old-school process that costs you time and, worse, potential customers. A booking system for…