SERVING YOUR CLIENTS VIRTUALLY

How to use technology, tools and applications to serve your clients right where they are, helping them achieve their housing and financial goals.

Be the FIRST IN LINE when the doors for the next webinar opens. . .because space will be limited!

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  • Are you trying to figure out ways to minimize workflow disruptions and continue serving clients from home or virtually?


  • Do you need help providing 1-on-1 or educational services and need more information about online tools you can use?

  • Could you use some help with strategies for how to best serve your clients and get the same results as in-person services?


  • Are you unsure what tools, applications or technology you will need in order to set up your virtual operations correctly so they run smoothly?

Then join us on this training designed specifically for housing and counseling agencies.

During this live training, you will:

Breakdown the easiest and most accessible tools to use with clients for one-on-one counseling and educational services. This will include a demo, the pros and cons and costs of each one.

Review the necessary tools, equipment and processes you’ll need in place to make the virtual services run smoothly.

Create a formal process to help staff and customers utilize technology with ease.

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This Training Is For You If You Need To:

  • Provide services to your clients virtually because in-person service is not an option; 
  • Learn the easiest virtual platforms to use for either 1-on-1 counseling or teaching your class online, and the tools or equipment needed to make it run smoothly. 
  • Explore techniques for engaging your customers virtually so that you have the same level of impact as providing services in-person.

Be the First in Line When This Training is Offered Again!

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About Your Instructor

Laura Royer, The Royer Consultancy

Laura Royer is the President of The Royer Consultancy and the founder of Catch Your Money, an online business brand that serves women solopreneurs, helping them build a profitable business while maximizing their personal income.

She is a five-time, national award-winning financial coach and educator, with over 20 years of experience working in the areas of financial capability, housing, leadership, and strategic business planning.

A successful grant writer, Ms. Royer generated over $1,000,000 in grant funding to support programming while at the University of Florida.

Ms. Royer is nationally invited trainer, presenting on webinars and at professional conferences.

Currently, Ms. Royer provides consulting and training for nonprofits, focusing on financial capability and housing program development, social media marketing, proficiency in business operations and generating revenue.

Ms. Royer is a certified John Maxwell Leadership Coach and Facilitator, has a master’s degree in Family Financial Planning and a bachelor’s degree in Family, Youth and Community Sciences.