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  • Client Journey: Mapping Touchpoints from Awareness to Alumni
    Operations

    Client Journey: Mapping Touchpoints from Awareness to Alumni

    November 14, 2025November 20, 2025

    What you’ll learn This lesson guides you through each step of the client’s journey. It will prompt you to review…

    Read More Client Journey: Mapping Touchpoints from Awareness to AlumniContinue

  • Does Your Team Steward Money?
    Operations

    Does Your Team Steward Money?

    October 21, 2025October 21, 2025

    There’s less room for error when spending money in a small business. You don’t have the same access to capital…

    Read More Does Your Team Steward Money?Continue

  • Who Else Needs to Know
    Operations

    Who Else Needs to Know

    October 10, 2025October 10, 2025

    When you’re the boss, it’s easy to have a conversation with someone and then go about your day. When conversations…

    Read More Who Else Needs to KnowContinue

  • 9 Sales Data Points to Track - the CEOffice 1
    Operations

    9 Sales Data Points to Track

    October 8, 2025

    What questions are you asking potential new clients? At the micro level, you’re asking questions to identify which of your…

    Read More 9 Sales Data Points to TrackContinue

  • Business Lessons from my Father
    Operations

    Business Lessons from my Father

    October 6, 2025October 6, 2025

    The role of a father is vital to the growth of a child. As the oldest of six, I am…

    Read More Business Lessons from my FatherContinue

  • What’s the Focus of your Client Experience?
    Operations

    What’s the Focus of your Client Experience?

    August 26, 2025August 27, 2025

    The client experience is similar to having a dinner party. Are you trying to impress your guests, or are you…

    Read More What’s the Focus of your Client Experience?Continue

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