Episode 21: Auditing Your Onboarding Process

In this podcast episode, Sarah Wooden discusses the importance of auditing and improving the onboarding process in business. She emphasizes the need to review and streamline the manual steps involved in onboarding, such as setting up Google Drive or sending surveys....

Episode 18: Auditing Your CRM

This is a core system for most businesses and it should serve both you AND the clients by ensuring you know who, what, why and how within your projects. Part of audinging also includes looking at the value and pricing of the CRM system, as well as the integration with...