Understanding the Client Journey: Systems, Communication & Cashflow | Michael Partis & Jodie Eade скачать в хорошем качестве

Understanding the Client Journey: Systems, Communication & Cashflow | Michael Partis & Jodie Eade

In this conversation, business consultant Jodie Eade has a chat with Michael Partis from Assure Global Plus and they unpack why so many businesses struggle with client journeys, internal systems and communication — especially as they grow. They explore how rapid growth often exposes system gaps, why businesses focus on marketing before fixing operational foundations, and how poor communication after invoicing can break down relationships and impact cashflow. Michael shares insights from the debt recovery end of the client journey, highlighting how unpaid invoices are often the result of communication failures rather than unwilling clients. The discussion also covers practical ways businesses can personalise communication, use CRM systems more effectively, and leverage existing client data to stay front of mind without succumbing to “death by newsletter”. With modern software making personalisation easier than ever, Jodie and Michael emphasise that small process improvements early on can increase sales whilst preventing major problems later. This episode is a must-watch for business owners looking to improve systems, strengthen client relationships and create a smoother path from sale to payment. -------------- If you liked this video, hit the bell to subscribe to our YT channel 🔔 🔔 🔔 -------------- About Assure Global Plus: Assure Global Plus has 5 decades experience in the debt collection, recovery & resolution space and operates all across Australia. ph. 1300 624 247 contact@assureglobalplus.com.au www.assureglobalplus.com.au ---------------------------------------- About Jodie Eade Business Consultant: You're a busy business owner, juggling a million things, and feeling completely overwhelmed. Everyday you’re hustling hard but you’re still short on clients, cash, and time. You’re buried in the day-to-day grind with zero time to step back and actually work on your business. Sound familiar? Enter your NO BS business consultant – no fluff, just straight-up clarity. We cut through the crap and get to the real issues fast. Together, we streamline your systems, fix the leaks, and focus your energy on what actually brings in clients and cash. Suddenly, things click. Your systems are slick, clients roll in, money flows, and you’ve got space to breathe again. The chaos fades, and with a no-BS approach, you're not just surviving – you're thriving. Find out more about Jodie Eade: email: jodie.a.eade@gmail.com https://jodieeade.com/ ---------------------------------------- Disclaimer: The information provided in this video is for general informational purposes only and does not constitute professional advice. While we make every effort to ensure the accuracy and relevance of the content, it should not be relied upon as a substitute for consultation with qualified professionals, including legal, financial, or debt advisors. Each business situation is unique, and we recommend seeking tailored advice that considers your specific circumstances before making any decisions regarding business legal matters. Assure Global Plus and its partners disclaim any liability for actions taken or not taken based on the content of this video. ---------------------------------------- #debtcollection #businessprocesses #businessCRM Chapters: 00:00 - Why most businesses don’t understand their client journey 00:38 - Growth, systems and where businesses focus first 01:00 - The missing nurture sequence after payment 01:18 - Why newsletters often miss the mark 01:37 - Where Assure Global Plus fits into the client journey 01:55 - Communication breakdowns and unpaid invoices 02:15 - Repeat sales start with staying in contact 02:34 - Personalising communication at scale 03:05 - Using client data for smarter follow-ups 03:26 - Internal communication and bookkeeping gaps 03:44 - Automated vs personalised client contact 04:03 - The business importance of complete CRM data 04:27 - Using tags and notes to personalise service 04:54 - Why small data details prevent big business problems later