This is what my client wrote at the end of her email to me.
She is a solopreneur and used to do everything herself.
However, she is not happy because
⛔ Her client certifications always have mistakes.
⛔ She forgets to update her clients’ details.
⛔ She forgets to update the fees on the invoices.
⛔ She spends too much time searching for client information.
My suggestion to her: Let’s collect all the client data in an Excel file.
We will use this file as a database for your
– Certification letters.
Both documents will be set up as serial letters.
This week I introduced her to the serial letter and explained how it will work in the future:
✅ Only the Excel file needs to be kept up to date.
✅ The client-specific data in the documents will be updated automatically.
After our meeting, she sent me this email:
“Thank you for this great input. I look forward to the serial letters.
P.S. I am so glad we found each other”.
Would you like to manage your business more efficiently?