So… You have a discovery call! And the client wants to work with you! That is so amazing! What now?
Now you use your Onboarding Process! Wait…What’s that?
There are some steps and procedures when you begin working with a new client that keeps your business and their business safe.
You’ll need your Proposal, and also a Contract, and then you’ll need to be paid, and just so much more to get the ball rolling.
It sounds kind of complicated and long right? It’s actually not as bad as it sounds. I promise!
I developed a course just for you, so you can get your systems set up and in just a few clicks *bam* your ready to work and legally covered!
My course includes:
- Contract templates
- Welcome kit
- Email templates
- SOP (Standard Operating Procedures) for onboarding, document guide, and templates
I’ve really included everything you need to onboard your clients!
I’ve also included a Discovery Call lesson! Complete with a Notion Board Template to keep track of your Clients and Potential Clients, along with a Qualifying Clients Guide Download!
So you can nail those discovery calls and start working as soon as possible!
If you’re in need of a done-for-you onboarding kit, you will definitely want this one! Streamline your business and get your systems set up in just a few easy steps!
- Lectures 0
- Quizzes 0
- Duration 1 Week
- Skill level All levels
- Language English
- Students 3
- Assessments Yes