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Optimize, Client Experience Abagail Pumphrey Optimize, Client Experience Abagail Pumphrey

23 Ideas for Better Client Communication, Client Experience & Client Testimonials

When you think about it, client communication, the experience, and testimonials are the holy trifecta of an amazing service-based business. They also work as a kind of cycle– great client communication leads to a great experience, which leads to even greater testimonials when it’s all said and done!

We’ve had our fair share of not only working with clients but also helping other service providers work with their clients. In doing so, we’ve learned a myriad of ways to improve that client cycle. So today, we’ll be sharing our 23 ideas for better client communication, client experience, and client testimonials!

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Grow, Scaling Guest User Grow, Scaling Guest User

How to Create Financial Freedom in Your Service Based Business

Everyone’s goal is financial freedom. We know that’s what you want! We understand you want to do things like bring your partner home to help you run your business, maybe even retire them early, be fully present for your kids, take more vacations, etc.

These are the things that make life that much better, and financial freedom is ultimately how you’re going to get there. But first, there’s a very important mindset shift you need to make, and that’s what we’re going to talk about in today’s blog post.

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Optimize, Services Abagail Pumphrey Optimize, Services Abagail Pumphrey

7 Tips to Streamline Your Services so You Can Boost Your Team’s Productivity

We see you, frazzled service provider. We see you bustling and overwhelmed, reinventing the wheel every time you perform any admin task in your business. You’re building your proposals and forms from scratch, manually emailing clients repetitive emails in your process, chasing down payments, etc.


The overwhelming majority of service providers are, well, overwhelmed (and quite frankly, underpaid). We understand because we originated as a service-based business. There are 7 tips that massively helped us streamline our services and made a huge difference in our overall productivity, which is what we’ll be sharing in this blog post!

If you want to take this a step further with us to help you create a High-Touch Signature Service on Autopilot™ so you can work less and make more, we invite you to apply for The Incubator.

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Grow, Services Guest User Grow, Services Guest User

How to Create a High-Touch Signature Service

We recently told the complete truth about the elusive “passive income” trend and how it’s a total sham. We also told you what you should do instead, and that’s create a High-Touch Signature Service.™


In a nutshell, a High-Touch Signature Service is what will allow you to go from working with 12 clients per month (and barely breaking even) to 4 clients per month (and making much more than before). It’s what will save your sanity, capacity, time, and pockets in the long run because you’re able to work less while making more!

In this post, we’re going to break down the 4 key phases to creating a High-Touch Signature Service, so you can be well on your way to putting your life first in your business while surpassing your financial goals.

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Optimize, Leadership Abagail Pumphrey Optimize, Leadership Abagail Pumphrey

Best Passive Income Ideas for Your Small Business in 2022

In this day and age of online business, it’s extremely easy to give into the elusive passive income trend. We talk about it with our family and friends, and we learn from marketing gurus on the internet that the end goal is to “make money while you sleep.”

Sure, it does sound great. Being able to give little to no effort yet still have money rolling in sounds like a dream. Spoiler alert: What they’re teaching you isn’t really passive income.

Keep reading to find out the true definition of passive income, our honest thoughts around it, and what you should do instead.

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Optimize, Systems & Automation Guest User Optimize, Systems & Automation Guest User

Roundup -The Best Business Resources for Creatives in 2021

This year has been a wild year of content for us! We’ve cranked out almost 200 total blog posts and podcast episodes, dropped almost 50 new collections of templates, updated some of our programs and added a new one, and overall have really been dedicated to helping creative business owners.

We thought the perfect post for the end of 2021 would be to gather all of the best resources for creatives and wrap them all up with a pretty bow. (Late Christmas gift, maybe?) We have a lot to dive into, so let’s get started!

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Grow, Leadership Abagail Pumphrey Grow, Leadership Abagail Pumphrey

How to Host Co-working Sessions to Boost Productivity in Your Business

When you have a team that works from home or any sort of virtual community space, it can be a little more difficult to make sure everyone is being productive. One way we’ve been able to set accountability and give that much needed support to each other is by holding co-working sessions.

Co-working sessions are when you, a team member, or even your whole team hop on a group video chat (we prefer Zoom) to literally work together. Back when Boss Project was just Abagail and Emylee, we’d often hop on Zoom or Google Hangouts to complete tasks together. We’d hang out for hours on end, sometimes a whole working day just to hold each other accountable.

Now, we want to share how we host efficient co-working sessions to boost productivity in our business!

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Learn, Leadership Abagail Pumphrey Learn, Leadership Abagail Pumphrey

How to Host a Virtual Team Mixer or Holiday Party

Not being in the physical presence of team members means that there’s a bit more extra work involved to make sure everyone feels connected. You can absolutely still have a closely knit virtual team, and we absolutely love the workspace tone we’ve set with our team!


One of the ways we get in some much-needed face time is by hosting virtual team mixers. Since the holidays are coming up hot, hosting a virtual holiday party is the perfect way to get your team members chatting and connecting with each other outside of the usual workplace communication!

Keep reading to find out exactly how we host our virtual team mixers, plus some team building questions to ask to keep everyone engaged!

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Inspire, Systems & Automation Abagail Pumphrey Inspire, Systems & Automation Abagail Pumphrey

5 Apps We Use to Keep our Team Happy and Productive

We’ve been outsourcing for a while now and have always had some sort of team regardless of the size. Over the years, we’ve had various highs and lows with our team, and team members have come and gone. However, now we’re at a place with our current team where we feel really good about the energy and cadence we’ve built in the workplace, no matter the fact that we’re virtual.

Our team members are happy to come to work, they know that this is a safe space, that we value life first in our business, and that they’ll be recognized for their achievements. We’re able to keep them happy and productive using 5 apps and tools, which we’re going to share in this blog post!

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