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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Summary

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

Episode Description

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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