SYSTEM SAVED ME PODCAST
Episode 002: Brandi Bernoskie – Streamline Your Client Onboarding

This episode is brought to you by The Kolada Group.

 

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.

 

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 EPISODE: 

“I know any time I have a pain point in my business, a system needs to be created.”

 

RESOURCES:

Hiver

Streak

Kolbe Method

 

GUEST BIO: 

Brandi Bernoskie is owner and Chief Alchemist at Alchemy+Aim, an agency specializing in website development and strategy for thought leaders, business owners, and creative entrepreneurs. She and her team work with clients to create websites tailor-made to expand their clients’ presence and visibility, give them space to do their genius work, and let their authentic spirit shine.

 

WHERE YOU CAN FIND HER:

Alchemy+Aim Homepage

Alchemy+Aim Facebook

Alchemy+Aim Instagram

Brandi’s LinkedIn

Brandi’s Instagram

Brandi’s Twitter

Jordan Signature
Jordan

Jordan is the head honcho at The Kolada Group. Her business love language is efficiency and she’s boss at organizing everything. Strengths Finder: Focus, Discipline, Responsibility, Futuristic, Maximizer

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