Nail Your Client Onboarding Process

Session description:

You’ve closed the sale, landed a new client, and received the signed contract — but then what? How do you onboard new clients to ensure everyone is on the same page, you have all the information you need, and clients feel the value in your services before even getting started?

In this workshop, you’ll gain access to one lesson of Jennifer Bourn’s Profitable Project Plan program — Onboarding New Clients — and learn how to create your own onboarding system for new clients and actually do the work to create it!

You’ll:
– Discover how to scale yourself, save time, and increase profits by adding an onboarding system to your business.
– Review at a successful new client onboarding process.
– Uncover the secret to blowing your clients away with value before you even start the work you were hired for and turning them into lucrative referral sources
– Learn how to set crystal clear expectations and boundaries with clients.
– Customize templates for your own brand voice

At the end of the workshop, you’ll have a clear onboarding process to roll out in your business.