This client had an overwhelming feeling of anxiety when it came to her task list.

She’d set up a complex structure of email reminders; digital and traditional task lists; audio note taking which needed to be transferred.

Even with all of this, nothing was getting checked off the list!

After she explained her needs, pain points and the challenges she faced; we arrived at a very simple solution that would work for her and ease the sense of overwhelm.

A very simple task management system, with language she resonates with.

We reduced the ‘noise’.

A foundation was created to launch a joint marketing campaign, including a successful email run to over 16,000 leads.

The team can now:

✅ Run lead generation (including website leads) through Hubspot

✅ Track active deals, monitor progress and communication with each lead

✅ Track and manage post sale on-boarding

✅ Manage active customer relationships

✅ Track engagements across various external communication channels

✅ Run internal customer and lead email and marketing campaigns

Acting as a sounding board and listening to each concern, I managed to find the exact solution that would be ideal and work in this scenario.

Not only do we have a structure in place; but the client could unload the stress and anxiety she felt.

This client has voiced on a few occasions that ‘she has so much more time’ in her week.

She is no longer distracted with notes and lists and emails of her notes and lists. But rather, has a simple structure to work with and is working through each line item with a sense of calm.

As a bonus, she’s started exercising and meditating again!