Natasha Francois

Free Your Lyfe (FYL)

Client Company Email Access

Email

hello@freeyourlyfe.com

Password

TeamFYL@1

Meeting Cadence

biweekly

Preferred Days

Tuesday

Preferred Time

12:00 PM

Primary Comms

upwork

Secondary Comms

email

Decision Maker

Natasha

Budget Threshold

Anything over $100

Response from Wilkins

Same day

Response from Client

Same day

Pain Points

Need more consistent workflows (trying to get that setup), so there's more transparency between the client and the business. Not getting enough new clients.

90-Day Success

Getting five new clients

Tools Stack

Slack, Zapier, Monday, Quickbooks

Existing Docs

Monday.com (workflows for Clients) - getting some others setup at the moment

Tool Access Notes

Slack, Monday.com

Team Contacts

Deepak (he does bookkeeping for FYL) and Moreen, possibly (finance and marketing manager)