Icons & text

  • Appear More Professional

    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.

  • Feel Confident

    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.

Course curriculum

  • 1


    • Welcome

    • Onboarding Process Checklist

    • Initial Contact

    • 6 Steps to A Successful Discovery Call

    • Contract & Invoice

    • Bonus Points!! Introduction/Welcome Video

  • 2

    Creating Your Welcome Packet

    • Welcome Email

    • What to Include

  • 3

    Project Management Systems

    • Project Management Tools

    • How to Use Asana

    • How to Use Trello

  • 4

    Acuity Set Up

    • Acuity Set Up Video #1

    • Acuity Set Up Video #2

  • 5


    • Interior Designer-New Client Questionnaire

    • Generic Discovery Call Questionnaire

    • Welcome Packet Template

Get access to this course now..

If you are looking for additional guidance and support, check out our coaching packages which will also include access to this course.