Charlotte Isaac is a Business Operations Consultant who gave up her role as a corporate ops manager inside of a creative agency so that she could serve small business owners who love their people just as much as she does hers. Through her signature program, Ease Seekers Society, and her DIY Dubsado shop, Charlotte helps overwhelmed and overworked entrepreneurs build customized solutions so they can serve their clients better, automate busywork, and feel confident in their business. Blessed with a travel bug herself, Charlotte leads by example, having designed her own business in a way that allows plenty of space to enjoy life with her husband, both in their hometown of Sydney, Australia and around the world.
In this conversation, we talk about how systems can help business owners provide the best possible customer experience.
Here's what we covered in detail:
- Why Dubsado (and the importance of choosing a tool that can grow with you)
- How our customers come to us thinking they need one thing, but we’re able to provide them with more value than the face-value need or problem they’re experiencing
- How people think systems = automation or tech, but words play a vital role when it comes to systems
- Some of the many common touch points where words
- Erin’s excitement over a compliment one of her client’s shared about Erin’s invoices
- The 3 most important project phases and how to wow your clients in each phase (plus, a suggestion on how Erin breaks the third phase into two different sections)
- Why systems aren’t sneaky or robotic. Instead, they’re a service for your client.
- What goes into a services guide (Hint: Charlotte has a small and very helpful Services guide training in her shop. I’ve taken it and can recommend it!)
- What goes into a Welcome Guide and how they can help you set boundaries within your business
- Why boundaries are not a bad thing; in fact, boundaries can make your clients feel confident about working with you
- The ideal moment to ask for a testimonial
- Why it’s so much easier to adjust your processes and systems after you’ve put in the strategic effort to set them up correctly at first.
Connect with Charlotte
Website: http://charlotteisaac.com/
Instagram: https://www.instagram.com/charlotteisaachq/
7 Steps to Automation: https://charlotteisaac.com/steps-to-automation
Connect with Erin
Reach out to continue the conversation: https://erinollila.com/podcast and https://instagram.com/erinollila
Want to keep talking copy? Send me a text message!
