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.