Automating Client Management for Log House Literacy

The Client:

Jenna, the owner of Log House Literacy, specializes in early literacy instruction and is committed to building skilled and confident readers using evidenced-based methods aligned with the Science of Reading. While her services were making a significant impact, the backend of her business was a different story. Managing her client journey manually was overwhelming and inefficient, leaving her little time to focus on her passion for teaching.

The Challenge:

Jenna approached me with a clear need: she wanted a CRM system that would streamline her processes, create a seamless client experience, and save her valuable time. Her client workflows, communication, and administrative tasks were all being handled manually, leading to missed opportunities and burnout.

The Solution:

We went with Dubsado as her CRM solution and worked with her to implement a system tailored to her business needs. Here’s what I did:

Strategic Workflow Creation: Designed workflows for every stage of her customer journey, from inquiry to waitlist to actual onboarding and re-enrollment.

Proposal & Invoice Templates: Created branded, professional templates to simplify her sales process.

Client Questionnaires: Automated the collection of client information, saving hours of back-and-forth communication.

Email Templates: Set up personalized email templates to keep communication consistent and on-brand.

Client Portal: Built a centralized portal where Jenna’s clients could access important documents and updates.

Automation Best Practices: Ensured her CRM setup followed industry best practices to optimize efficiency and minimize errors.

The Results:

Jenna’s new CRM setup transformed the way she managed her business:

Time Saved: Automating repetitive tasks freed up hours each week.

Streamlined Processes: Her client journey was seamless and professional, boosting client satisfaction.

Improved Organization: All client information and communications were centralized in one place.

Fulfillment and Growth: With her backend running smoothly, Jenna could focus on growing Log House Literacy and delivering exceptional services.

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