SWEEP YOUR NEW CLIENT OFF THEIR FEET BY HAVING A SEAMLESS ONBOARDING PROCESS

You've got a client (or maybe a few) and every time you get a new one you're freaking out about what's next, rushing to get emails out and & trying to remember all the things you need your client to know. You are trying not to bombard your new client with emails but don’t want to leave anything out.

I've been using this exact onboarding process for years, and you know what? Many of my clients have been with me from the get-go and they're still by my side. Why, you ask? Because right from day one, they knew exactly what they were getting and what it's like working with me – and they loved it!