How to Create a Client Onboarding Process with Jacqueline Farkas  episode artwork

EPISODE · Jan 27, 2022 · 7 MIN

How to Create a Client Onboarding Process with Jacqueline Farkas

from Small Business Strategy Podcast: Personal Branding Strategies | Service-based Business · host Jacqueline Farkas

Have you ever dreamed about what your master plan looks like to get your dream client to say “Yes” to working together?  You've worked endless hours trying to craft a Success Recipe to land your  dream client but panic slightly, because you haven't built out your  client on boarding process yet. Cue: this episode! We’re covering the basics that go into your onboarding process, email workflows, how to structure your workflow and more. Specifically, we talk about: My strategy-based onboarding workflow The importance of a contact form My tips for sending out proposals: how to format it and what to include How to define your creative workflow Connect with Jacqueline Farkas - Learn More: ⁠⁠⁠⁠⁠https://jacquelinefarkas.com/about⁠⁠⁠⁠⁠ - Instagram: ⁠⁠⁠⁠⁠https://www.instagram.com/jacquelinefarkas_/⁠⁠⁠⁠⁠ - LinkedIn:⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.linkedin.com/in/jfarkas14⁠⁠⁠⁠

Have you ever dreamed about what your master plan looks like to get your dream client to say “Yes” to working together?  You've worked endless hours trying to craft a Success Recipe to land your  dream client but panic slightly, because you haven't built out your  client on boarding process yet. Cue: this episode! We’re covering the basics that go into your onboarding process, email workflows, how to structure your workflow and more. Specifically, we talk about: My strategy-based onboarding workflow The importance of a contact form My tips for sending out proposals: how to format it and what to include How to define your creative workflow Connect with Jacqueline Farkas - Learn More: ⁠⁠⁠⁠⁠https://jacquelinefarkas.com/about⁠⁠⁠⁠⁠ - Instagram: ⁠⁠⁠⁠⁠https://www.instagram.com/jacquelinefarkas_/⁠⁠⁠⁠⁠ - LinkedIn:⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.linkedin.com/in/jfarkas14⁠⁠⁠⁠

NOW PLAYING

How to Create a Client Onboarding Process with Jacqueline Farkas

0:00 7:12

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

French Your Way Jessica: Native French teacher founder of French Your Way Boost your French listening skills and test your comprehension with this one of a kind series of podcasts. Get the chance to listen to a real conversation between native speakers talking at normal speed AND customise your learning experience through carefully designed sets of questions (2 levels of difficulty) available for download at www.frenchvoicespodcast.com. All interviews also come with the transcript. French teacher Jessica interviews native speakers of French from around the world who share a bit of their life and passion. Where else would you meet in one same place a French yoga teacher based in Melbourne, a soap manufacturer from Provence, or a couple cycling around the world? That Hoarder: Overcome Compulsive Hoarding That Hoarder Hoarding disorder is stigmatised and people who hoard feel vast amounts of shame. This podcast began life as an audio diary, an anonymous outlet for somebody with this weird condition. That Hoarder speaks about her experiences living with compulsive hoarding, she interviews therapists, academics, researchers, children of hoarders, professional organisers and influencers, and she shares insight and tips for others with the problem. Listened to by people who hoard as well as those who love them and those who work with them, Overcome Compulsive Hoarding with That Hoarder aims to shatter the stigma, share the truth and speak openly and honestly to improve lives. The Small Business Startup School – Business Notes | Financial Literacy | Retail Psychology – For Professionals & Entrepreneurs The Small Business Startup School Inc. Starting or buying a small business? While personal circumstances may vary, business patterns remain timeless. On The Small Business Startup School, we explore strategies, insights, and practical solutions to help entrepreneurs confidently navigate their journey.Hosted by Ola Williams—a retail entrepreneur, fintech founder, and financial coach with over two decades of experience—this podcast marries financial awareness and retail psychology with optimism to deliver actionable takeaways.Join us to learn, grow, and connect as we uncover the keys to business success.Let’s continue to learn together and be encouraged to keep on connecting! DIOSA. Carolina Sanper This podcast is a sacred space created by Carolina Sanper where you connect with your inner wisdom and embody your magnetic feminine power.It is the realization that the mystical realm is where you plant the seeds of your desired reality.It is a portal to your true essence: awareness, presence, and receiving with ease. Welcome home, DIOSA. 🖤

Frequently Asked Questions

How long is this episode of Small Business Strategy Podcast: Personal Branding Strategies | Service-based Business?

This episode is 7 minutes long.

When was this Small Business Strategy Podcast: Personal Branding Strategies | Service-based Business episode published?

This episode was published on January 27, 2022.

What is this episode about?

Have you ever dreamed about what your master plan looks like to get your dream client to say “Yes” to working together?  You've worked endless hours trying to craft a Success Recipe to land your  dream client but panic slightly, because you haven't...

Can I download this Small Business Strategy Podcast: Personal Branding Strategies | Service-based Business episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!