Hi Reader!

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Last week I told you what’s really happening behind the scenes at Simplify, Simplify — the slowdown, the breath, the refresh.

This week, let’s get practical.

If you want to keep clients coming in when things feel slow and people are cautious, you have to know this:

Your client journey is either building trust or leaking it.

👉 If someone books a call and never gets a follow-up? Trust leak.

👉 If a lead ghosts because you don’t have a clear next step? Trust leak.

👉 If your onboarding feels confusing, your process feels random, or you keep reinventing how you deliver? Big trust leak.

People are slower to buy right now. They’re more cautious. That means your backend — your CRM, your workflows, your follow-up — needs to catch every lead and guide them all the way through.

This is exactly why I’m focusing so much on CRMs and client experience this month.

17hats is my favorite tool for this because it doesn’t just store your client info, it runs the journey: your inquiry forms, proposals, contracts, invoices, reminders. All working while you breathe.

Here’s where to start:

Map how a lead finds you → how you follow up → how you onboard → how you offboard.

Spot where it feels clunky or manual.

Ask: Could this step be templated, automated, or at least delegated?

The smoother your client journey, the less your leads leak out, and the more trust you earn even now.

Next week, I’ll show you how to plug the biggest gaps with automation without losing your personal touch.

Let’s clean this up, together.

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xo,

Liz

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