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
What this episode covers
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
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How to Create a Client Onboarding Process with Jacqueline Farkas
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