Workflow Workbook

Would you like to save time onboarding and managing clients and create a more professional and branded experience for your clients? Use my Workflow Workbook to walk through each stage of your planning process to ensure that nothing gets missed.

We’ll walk through…

  • The steps that you take when a lead comes in.
  • The levels in your client journey.
  • Ideas to create an amazing customer experience.
  • When to ask for referrals or testimonials.
  • The steps to offboard clients and leave a positive last impression.

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