For years, the checkout process for my retreat was a combination of guests checking out on one platform, tracking workshop facilitators on another, with communications in a third. It worked, but it meant keeping track of everything in my head and manually performing real-time tasks, which weren’t always possible. 

Recently, my CRM launched the ability to use lead forms, which meant all these actions could  now take place under one roof in an automated way, which was exciting, but overwhelming. Enter Steph. Not only did she help chat through the workflow we needed to build to make the process meaningful (and beautiful!) for my clients, she figured out creative workarounds for hurdles we encountered. In what would have taken me hours (or let’s be honest, days) to figure out, Steph and her genius systems brain and tech & design savvy set me up for success in one short session. 

Now, my new intake process flows smoothly, is fully branded and even got compliments from guests that have enjoyed using it! I can’t tell you the RELIEF I felt when she helped me with this, and the flow and ease it brings to my checkout process, so I can focus on other things in my business that I feel a lot more qualified and excited to do!

Sonja Seiler | Nurture