June 27, 2019
Consultations, estimates, proposals, contracts, oh my! If onboarding your clients is a struggle, this session is for you. I’ll share my super straightforward system and break everything down into actionable steps you can put in place to get clients to sign on the dotted line. When you have a buttoned up client onboarding process, your clients will have confidence moving the project forward with you. It’s how you set the stage for a smooth and successful project (and keep yourself efficient, calm and sane).