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
I also take you through my systems for client intake, onboarding a client, and relationship progression. How many times have you ended a service with a client and you KNOW there’s more that you could do for them? (Yeah, me too.) I am going to show you how to WOW your clients so that they hire you again and again.
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!
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.