Client Management

Do you have a consistent onboarding process? What systems do you have in place to make sure your clients are happy? Do you have a way to introduce new products and services and boost average LTV?

The 3 Essential Rules to Leverage Existing Relationships & Re-Engage Past Clients.

First Impressions

Upsells & Payments

Keep Promises!

Create Seamless New Client Experiences

Onboarding Forms, Sequences & Storage

Do you take notes when you sign a new client? Where do you store that? Do you have a way to monitor the needs of your existing clients as the relationship evolves? Most people don’t. They manage the onboarding process manually. Which is a big mistake. With, you can create sign-up surveys and email sequences to automate onboarding.

Create & Sell New Offers to Clients

Batching, Carts & Recurring Payment Plans

When it’s time to launch something new, do you make a list of likely suspects and pick up the phone? Instead, create cart pages (to take the money), registration forms (to collect data) and send batched emails (to test your offer). Could you introduce existing clients to payment plans? The easiest sales are those made to existing or dormant clients.

Never Drop the Ball Ever Again

Actually deliver on your promises, keep clients forever

Here’s the thing about client management. It’s very easy to forget what you promised, where you left things, who is happy and who needs some extra attention. This is not something you can manage using excel and notes in your leather-bound journal. Save those for finances and love poems! With, you can keep your clients alive and in love with you!

“Regardless of your technical ability you are going to get an end to end result. I was really amazed at how easy and complete it is."

- John Weichard,  Product Development Consultant

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Your questions answered

Can you do the setup for me?

Yes! The SETUP PACK is the most popular option for business owners who value the support and guidance of a specialist. For $997, a dedicated member of our team will do the heavy-lifting for you, starting with a PRIVATE FUNNEL MAPPING CALL (to devise your own personalized strategy), followed by a 90-MINUTE SETUP SESSION (where we build the essential ingredients of any highly successful B2B funnel).

This is your opportunity to build a lead-generating Landing Page, assemble a data-capturing Diagnostic, create am eyeball-grabbing Booking Form and launch your first trust-building Email Sequence. Plus, as part of this pack, you will also get 3 MONTHS of the B2B DASH PRO PLAN, valued at $297 a month, at no extra cost. (That’s $891, over three months). In other words, for a few extra dollars, you can get it done, and quickly, with the support of a specialist consultant.

I’m really new to this stuff. Can you help with strategy?

Great question! Technology is nothing unless you have a sound strategy to guide you. That’s why, in partnership with the B2B School, each plan is supported by a Strategic Training Pack. When you sign up to the STANDARD PLAN, you will unlock our ‘FIRST FUNNEL’ CHALLENGE training program. The PROP PLAN comes with our 90-DAY DASH PROGRAM, plus our EMAIL TEMPLATE swipe file. The SETUP PLAN comes with ALL THAT plus access to out Private Group Mentoring Calls. That way, you get the TECHNOLOGY and the STRATEGIC INSIGHTS you need to succeed.

What if I want to switch plans? Is that okay?

Definitely. Most users of B2B Dash start on the STANDARD PLAN and then graduate to the PRO PLAN. And, of course, if you want to start with the PRO PLAN or SETUP PACK and access the BONUS TRAINING and SUPPORT, you can downgrade from PRO to STANDARD later. We have no lock-ins, so you can upgrade, downgrade or quit any time. Just send us and email and we’ll make that happen!

If I don’t want to use B2B Dash anymore, can I export my leads and contacts?

Of course! This goes both ways. You can export and import contacts when using B2B Dash.

Can I use B2B Dash to replace my existing Landing Page Builder… or my Diagnostic Builder… or my Appointment Booking Tool… or my Payment Cart Builder… or my Payment Merchant… or my Email Auto-Responder Tool? Or my… hang on? You do all of those things, right?

Yes. There are MANY tools available to help B2B business owners, ranging from $30 a month… to $3,000 a month! With B2B Dash, you get access to all the most important tools, plus you can now monitor all the data in one place. That’s why we call B2B Dash the Ultimate Dashboard for B2B Client
Acquisition and Onboarding. It’s the complete suite plus a dashboard that can’t be beat.