What's happening in your client journey?

Do you know or is it a guess?

Here's why it matters.

You could have prospects falling through the cracks and not know it.

You may feel overwhelmed and not understand why.

Maybe you're leaving money on the table with existing clients.

Software subscriptions could be eating away at your bottom line.

A live virtual interactive experience

Do you suspect any of these?

Then you're likely losing money.

But how do you know?

Join us for the Client Journey Audit Workshop

This is a live, virtual 90-minute interactive diagnostic experience for solo business owners who want to plug the leaks in their client journey and start growing their business without the overwhelm.

Seating in each session is limited to 24 to ensure an interactive learning environment.

What we'll do together:

  • We'll walk through your client journey using the Client Journey Clarity Guide

  • We'll pinpoint the leaks where you have gaps and redundancies in your client journey processes

  • We'll identify exactly where relying on memory is draining your energy and profit

  • We'll look at opportunities to increase revenue and improve profit in your business

How this workshop will help your business

  • You'll have clarity about how you're engaging with your prospects and clients

  • You'll have insight into where you have gaps in your processes

  • You'll leave with the Client Journey Clarity Guide workbook for reference

  • You'll have the basis for fixing the gaps and redundancies in your business that are costing you money

Meet your workshop leader

Hi, I'm Mary Morton!

I've been working with businesses to align their information systems and processes since before the PC came onto the market. (shhhh ... I'm giving away my age!) To take care of the official part, I have a BS in Information Systems that I earned way back in the day (in the early 80's ... oh my)! Since then, I've worked across many different settings over the years, and now I work with solo business owners to help them close gaps, identify redundancies, and grow their businesses.

I believe that solo and small businesses are the backbone of our economy, and I'm passionate about helping business owners grow and scale their businesses. One thing I know is that's not possible if they're stuck with processes and systems that don't align with their goals or work well together.

Here's what I bring to our working relationship:

✔ Solutions that increase revenue and improve profit.

✔ 35+ years designing, creating, and implementing business processes, systems, and software for business operations, accounting, and marketing.

✔ 10+ years in leadership roles in corporate, nonprofit, and ministry.

✔ Experience with multinational companies, small businesses, nonprofits, and solo businesses

across manufacturing, healthcare delivery, healthcare payers, coaches, consultants, and service providers.

✔ And 1000's of hours of coaching business colleagues and leaders on processes, systems, and software that have allowed them to grow in their work and grow their businesses.

I'd love to work with you to grow your business! So, if you're stuck with processes, systems, and software that no longer serve you and your business, the Client Journey Audit Workshop is a great place to start.