Client Care

Are you using any calendar scheduler apps to help prospective clients and current clients book appointments with you? Calendar Apps and Software are very useful tools. If you are not using one this is a good time to sign up for one of the many options. There are so many…

CREATING A CRUCIBLE FOR TRANSFORMATION. By way of introduction, this is the title of the training manual for the AAIT Fellowship Training Group. Participants lovingly refer to it as the Big A$% Notebook. …

How we are re-thinking support at TrueLayer. — TrueLayer is going through an exciting growth period. 🚀 We moved into our own office, launched our Data API in a second country, and are now dipping our toes into the exciting world of payments, through the launch of our Payments API in beta earlier this month. But that means…

I recently got a client referral from a long-time colleague. Her client, Mark, called me and we spoke as I was battling Silicon Valley traffic. He had not seen my friend’s work but had been told about the graphic recording she did for a previous conference, and he wanted something…