Friday Freebie: New Client Onboarding Checklist

This week’s Friday Freebie is all about new client on-boarding. Bringing on clients doesn’t have to be complicated or drawn out. It just has to be done in a way that is intentional and allows your new client to feel special and excited to work with you.

The on-boarding checklist is a short and simple list that you can follow to make sure you don’t miss anything that will help you on-board your clients.

To access the freebie, you will have to opt-in to the email list but you will only have to do it once. After you sign up, you get access to all the future Friday Freebies, AND to the previous ones.

Monday Marketing Moment: Maximize Your Client Onboarding Process

Happy Monday. In today’s Monday Marketing Moment, I want to encourage you to maximize your client on-boarding process. If used appropriately, it can be a valuable marketing tool.

Monday Marketing Moment: Maximize Your Onboarding Process

(If you missed my previous Monday Marketing Moments, you can watch them here:

P.S. When you are ready, here are four ways I can support you in your business:

1.  Snag a copy of the free report, “5 Ways an Online Business Manager can Impact Your Business and Increase Your Profits.“

In this report you will discover just how much freedom and success you can have in your business if you stop doing everything alone.

2. “Like” my Facebook page.

It is the place to be to get free weekly training, support, and encouragement in growing and automating your business.

3. Sign up for a Business Audit Mini-VIP Session.

During this session, you will discover the gaps and holes in your business processes, where in  your business you can delegate and automate, and get a strategy to help you make more money, take better care of your clients, and create a better work/life balance.

4. Work with me and my team privately.

I have several packages and programs to help you run a successful, profitable, and enjoyable business. I can help you see the big picture of your business and then create a strategy to move your business forward. Then, I can help you implement that strategy. Take a moment to learn more and get on my calendar today.