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Systems Saved Me

This is the Systems Saved Me Podcast, where we help business owners navigate their way to success through systems. If you want an action­packed podcast with step by step chatter from a variety of industries, this is the show for you! I’m Jordan Gill, Head Honcho at Personalized Procedures, a business operations agency for overwhelmed entrepreneurs. Listen in every Monday for a shiny new episode!
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Jul 11, 2016

This episode is brought to you by Personalized Procedures. 

 

Today, I’m discussing client intake/onboarding processes. My guest is Brandi Bernoskie from Alchemy + Aim. She and I discuss how she improved her client intake system and how it increased the productivity of her business. 

 

If you’re a visual learner and want to see how to incorporate this system for yourself, grab your Action Sheet for this episode! You will also get the transcription and notifications about future episodes. 

 

Topics: 

 

  • (03:38) Steps Brandi took to create a better client intake system 
  • (07:40) E-mail automation programs 
  • (10:35) Brandi’s best financial investment for her business 
  • (15:05) Brandi’s worst financial investment for her business 
  • (18:12) Onboarding teams with the Kolbe Method 

  

Quote of the Week: 

 

“I’m inclined to improv.” -Brandi Bernoskie 

 

Resources: 

 

Episode Link 

Hiver 

Streak 

Alchemy+Aim LinkedIn 

A+A Instagram 

Brandi’s Twitter 

Kolbe Method 

 

Guest Stats: 

 

[Bio provided by guest] 

Alchemy + Aim Homepage 

A+A Facebook 

Brandi’s Instagram 

[What’s new in her world] 

 

 

 

 

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