At the point of initiating contact, a site visitor has already indicated that they are interested in what you have to offer. Prove that you are the right choice and reduce the chance of no-shows with a concise and clear onboarding system.
Sign More Clients
A confused consumer is not likely to purchase a contract. In this course, you will learn how to set up an efficient process that helps the client feel confident moving forward and will help you overcome objections before they are presented.
If your system feels inadequate, those feelings often come out in your discovery call. This course provides you with templates, scripts, and data that take the guesswork out of your process as you take the site visitor from interested inquirer to a signed client.
Creating Your Welcome Packet
Project Management Systems
Acuity Set Up
Onboarding Process Checklist
6 Steps to A Successful Discovery Call
Contract & Invoice
Bonus Points!! Introduction/Welcome Video
What to Include
Project Management Tools
How to Use Asana
How to Use Trello