Assistant

FlowCRM EOSI Overview

This video will give you an overview of how we are managing my practice with the monday.com platform. It was...

Admin Collaborative Exchange & SessionLife

Last week, I had the opportunity to share Session Life with a group of EAs who support several EOSIs. They...

Can my EA set up SessionLife for me?

This is question #1 from most of you who inquire about SessionLife. In this video, I’ll show you in practical...

Check In Call Preparation

This video will show you how I use Session Life notes to save me time and help me be better...

Assistant Workflow – Pre Session

Haven and I show you how we work together at to prepare me for a session using Session Life and...

Assistant Workflow – Post Session

Haven and I show you how we work together at the conclusion of a session.