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How to Create a Client Onboarding Process with Jacqueline Farkas

Episode 2 of the Small Business Strategy Podcast: Personal Branding Strategies | Service-based Business podcast, hosted by Jacqueline Farkas, titled "How to Create a Client Onboarding Process with Jacqueline Farkas " was published on January 27, 2022 and runs 7 minutes.

January 27, 2022 ·7m · Small Business Strategy Podcast: Personal Branding Strategies | Service-based Business

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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

Creativity & Heart Maya Palmer Hi, my name is Maya Palmer. I’m a Showit Web Designer and Pet Portrait Artist. I know first-hand that growing a successful creative business is hard work. While numbers and strategy are important, I want this podcast to be a place where we can focus on the more personal side of being a small business owner. I’ll share my insight on topics like serving your clients well, taking care of yourself, and using your creativity from a place of passion and purpose. Let’s talk about what it’s like to run a business with creativity & heart. Talking Small Business Kat Schmoyer & Megan Martin This is Talking Small Business with Kat Schmoyer & Megan Martin. A podcast for creatives who like to keep it real about what it actually takes to grow an online business. We’re competitors turned biz besties who chat daily… and now we’re bringing you into the conversation! Every Monday, we'll bring you candid conversations on topics specific to small business - topics like email marketing, social media, passive income, goal setting and more! We aim to provide actionable, heartfelt biz strategy, peppered with real-day-in-the-life discussions. We're open up our biz playbook and bringing YOU into the conversation, too. You in? Good. Press play & let's chat! The Quit Your Day Job Podcast by Spreadshop Spreadshop The QUIT YOUR DAY JOB podcast is here to remind you that YOU ARE NOT YOUR DAY JOB! We want to encourage, motivate, and inspire you to DO MORE OF WHAT YOU LOVE. we'll talk to some amazing creators, small businesses and side hustlers and hear their story. Plus, we're going to drop as MUCH knowledge as we can, from merchandise strategy, branding, designs.... OH, it's gonna be RAD. Subscribe nowso you don't miss a beat. 🧡brought to you x Spreadshop! Make & Sell Merch in minutes at https://www.spreadshop.com/?affiliateid=10159 Always Free. Always Awesome.🤘🏻 Promote Yourself to CEO | Small Business Strategy for Women Entrepreneurs Racheal Cook MBA: Small Business Owner, Entrepreneur, Business Growth Strategist If you're fed up with the non-stop solopreneur grind… I'm so glad you've found The Promote Yourself to CEO Show! Each week, join host Racheal Cook MBA for candid conversations about stepping into your role as CEO of your business, the hard lessons learned along the way, and practical, profitable strategies to grow a sustainable business without the hustle and burnout. Listen in to the latest show and connect with Racheal at http://www.theceocollective.com or on Instagram @racheal.cook to continue the conversation!
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