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Operations and delivery · Professional services

Chasingclientsforthesamedocumentseveryyear

15 to 30 hours back a quarter estimate

No one at Lemonbrand reads your email. The software only reads, it never sends, moves or deletes anything.

What it does

  1. 01A year-end file opens for a client.
  2. 02Last year's list, updated, waits for your send.
  3. 03Each document that comes in is filed and ticked off.

What stays with you

Reviewing the file and the advice that comes out of it.

Drafts wait for you. Nothing sends on its own.

What it could give back

15 to 30 hours back a quarter

An estimate. A conservative estimate from what owners described on calls about this job. Yours will differ.

Could this run in your business?

Start with a free map of where your time goes. Or book a free 30-minute call, or answer a few questions first.

No one at Lemonbrand reads your email. The software only reads, it never sends, moves or deletes anything.