Delighting your clients from the start means they’ll return and send referrals. Without a great intake system, you’ll end up recreating the wheel over and over again. #wasteoftimeandenergy
With this Client Intake and Onboarding Growth & Profit Plan, I’ll show you how to painlessly weed out those who can’t afford you, won’t do the work, or just aren’t the right match – before they even sign up. No more wasted phone calls – high five!
Here’s what you’ll discover in this lesson:
- How to stop winging it when it comes to setting boundaries and what to do when clients push boundaries
- A great system for a smooth client intake and setting up the client for success from the beginning that you can model
- Action sheets for new client intakes and new client setup systems that you can use as a resource
WHAT YOU GET
The Client Intake & Onboarding Growth & Profit Plan includes:
- Training video
- Downloadable audio
- Slide deck
- Sample workflow of a “New Client Setup” for products and services – your A-Z roadmap showing you “do this first, then do that”
- Sample intake form for a coaching client
- Sample intake form for a project client
PLEASE NOTE: Once you purchase, you will receive an email with your login/password to gain lifetime online access to your Client Intake and Onboarding training.