Lunch with the Shark – I just got a client…Now what? - Vol. 127 episode artwork

EPISODE · Aug 31, 2020 · 47 MIN

Lunch with the Shark – I just got a client…Now what? - Vol. 127

from Lunch with the Shark · host Invictus Advisors

You just started your business and your excited. Then reality sets in and you can’t get a client if your life depended on it. You are just about to give up when it happens….You close your first client! But you start to freak out since you have nothing in place. Don’t worry! We got you covered. In this episode Vidal “The Shark CFO” Espinosa will walk you through the steps of on-boarding a client and help you develop a system to make sure the client stays with you for a long time. Lunch with the Shark is a web series that focuses on you and your business. Covering a wide range of topics from the business owner mindset to financials to what kills a business all of the topics are carefully curated by The Shark CFO Vidal Espinosa. Vidal Espinosa is the Founder and Principal Partner at Invictus Advisors, a bi-national consulting firm whose mission is to be a strategic partner for business owners to make better financial decisions. Managing a portfolio of over 100 clients, with total assets over $10,000,000 he has to lead the organization to open multiple offices throughout the United States and Mexico while increasing the annual budget from $25,000 a million dollars in just three years. As a self-made author, entrepreneur, and business owner he understands what it takes to start and run a business effectively. Join our Entrepreneur community today: http://invictus-advisors.com Follow on Instagram: http://instagram.com/invictusadvisorsusa Follow on Twitter: https://twitter.com/InvictusAdvisor Follow on Facebook: https://www.facebook.com/InvictusAdvisorsUSA/ Does a child you know have a great business idea? Submit your ideas: [email protected] Schedule your 15 minute consult with The Shark CFO at https://invictus-advisors.com/shark

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Lunch with the Shark – I just got a client…Now what? - Vol. 127

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