Put our proven system to work for you.
WHAT'S IN IT FOR YOU:
Yes and No. You will need tools to onboard and manager your clients, that's the cost of doing business. You can do this with a Free Canva account, a Free Trello or Asana account, Google Docs and Google Drive and Streak CRM. You can also uplevel your experience and use things like the Paid Asana account (For smooth onboarding forms) and a paid Pandadoc account (for proposals/contracts/payments). There is flexibility. Our templates can work in many platforms. It's all about the system.
You will need to invest around 2 hours per offer to really nail down an onboarding process from start to finish. You will have to go through this process for each offer because each offer will have a slightly different processes and checklists. We suggest time blocking 2 hours on your calendar to streamline your client process to create a rockstar client experience that will allow you to get more referrals and increase your profits!
We have worked with 100's of Service-Based businesses and really figured out all the general steps that all service providers need to be thinking about for their client clients'onboarding and offboarding process. Our experience is your shortcut! We have created the exact checklists that have built a 6-figure business without the stress and overwhelm.
WHO ARE WE?
TO SOLVE THE OPERATIONAL PROBLEMS OF BUSINESSES, SO BUSINESSES CAN SOLVE THE PROBLEMS OF THE WORLD.