Manage Business Intentions

We setup a Monthly Customer and Service Interaction List to help you track the types of customers you have and services you do so you can see your monthly trend changes. We help you create a recipe style plan of action to respond to any concerns you have for changes in your customers and services.

We review the types the customers that show up and services you do

Our one page Customer and Service Interaction List helps

• You know the types of customers you get such as, regular, return, referral, new or promotion
  
• You know the types of services you did and total hours worked for each
  
• Compare this month to previous months and last year
  
• Identify one thing you would like see change over the next 2 months
  

We create a recipe style plan to help you achieve your desired change

To help you maintain a wholehearted balance between meaningful work and income

• We look at changes in your income, expenses or business experiences that may be a concern
  
• We identify one business expectation to focus on for the next month
  
• We create a recipe style plan to help you achieve it

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Download our first meeting Monthly Service and Income Trend PDF.