In this episode of The Process Orchestrators, hosts Nikhita Iyar and Naz Ahmed sit down with Corey Jack, Founder of Jack & Associates, to explore how the firm grew from a local consultancy to a nationwide powerhouse, cutting client inquiries by 85% and driving significant business growth through seamless digital client service.
Discover how Jack & Associates:
- Streamlined complex workflows: Leveraged Moxo to centralize client communication and eliminate manual follow-ups, ensuring no client falls through the cracks.
- Accelerated onboarding and delivery: Automated processes to onboard clients faster and complete projects more efficiently, enabling the team to serve more clients without sacrificing quality.
- Enhanced client experience and brand credibility: Delivered a branded, transparent client portal that elevated the firm’s professional image and built trust with clients across all 50 states.
- Enabled scalable team collaboration: Improved internal workflows and real-time notifications, allowing Corey and his team to coordinate seamlessly and respond to client needs instantly.
Hear Corey’s journey from coffee shop meetings to running a high-impact consulting business with a national reach—all while maintaining the personal, high-touch service that sets Jack & Associates apart.
