The Magnetic Entrepreneur Podcast


#125: How to Create a Referral Engine in Your Business With Charlotte Isaac

Charlotte Isaac is a Business Operations Consultant who helps overwhelmed and overworked entrepreneurs build customized solutions so they can serve their clients better, automate busywork, and feel confident in their business. Blessed with a travel bug herself, Charlotte leads by example, having designed her own business in a way that allows plenty of space to enjoy life with her husband, both in their hometown of Sydney, Australia and around the world.
Charlotte often sees service providers missing opportunities to create a referral engine by exceeding their clients’ expectations with a stellar client experience. Charlotte is sharing how to create a referral-worthy client experience, so you can build your businesses with more ease.
Listen in to learn how to:
Personalize your automated check-ins & planning moments to surprise & delight throughout your contract
Streamline offboarding to make testimonials & referrals easy (and have clients wanting to onboard again)
Design a welcome packet to communicate your process, set expectations, and anticipate FAQs
Learn more about working with Shana – https://
Join the Magnetic Entrepreneur Facebook Group –
FREE ‘7 Steps to Automation’ course: