Simplified Workflows for Client Onboarding
$67
Simplified Workflows for Client Onboarding

Simplified Workflows for Client Onboarding

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Play, Work or Dash

8214 Old Courthouse Road

#b

Vienna, VA 22182

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Description

Wow your current clients and open room for more!

We know that you love helping your clients succeed. We also know that you get frustrated when your limited time prevents you from helping more clients. That's why we put together this workshop to share the secrets to quickly and easily onboard clients so you have more time to bring on more clients.

What this workshop will do

This workshop is designed to help start-ups, entrepreneurs, and established small businesses create or improve processes, templates, and workflows for onboarding their clients. Our Client Onboarding Processes Workshop is a great fit if you want to give your clients a top notch experience. This will include creating proceses and supporting documents for:

  1. Contracts, agreeements, and NDAs
  2. Pre-work questionnaires
  3. Scheduling meeting times
  4. Email templates for setting expectations, and other interactions
  5. FAQs to save your sanity and time

What this workshop won't do

We won’t cover specific platforms and tools. However, we will provide you with the templates and framework to create and improve your client onboarding processes, workflows, and templates.

What you'll get

Expertise, Knowledge, and Guidance

The workshop leader, Lisa Shaughnessy, has over 20 years' experience creating Client Onboarding proceses, workflows, and supporting documents for government agencies, companies, and small businesses. So you won't get some generic workshop where you just wrtite down what you're already doing. You'll get Lisa's collective knowledge and expertise to help you create your Client Onboarding processes as well as ideas on platforms and tools to help you grow your business. Every time Lisa holds a workshop or works with a client she gains new knowledge that you'll benefit from.

The Business Process Guide

The day before the workshop one of our team members will email you a Business Process template so you can start thinking about the type of information you need to create an effective workflow. The more thought you put into this guide, the more productive the workshop will be. This guide is yours to keep, and can be used when determining other workflows for your business.

Membership to Simplified Workflows for Business Success!™ Private Workgroup

Processes are, well, a process. Membership to our private participant workgroup helps you further tailor and create your workflows, systems, and strategies with the help of fellow business owners and guidance from Lisa Shaughnessy herself.

Process Driven Success

By the end of this workshop, you’ll have at least one completed Onboarding Client process under your belt tailored specifically to your company’s needs. You’ll also head back to your office with a better grasp of how you can make working with your clients more enjoyable and productive for both of you.

Class size is limited to provide sufficient one-on-one guidance for each participant. Sign up now to reserve your spot and eliminate lost sales opportunities as soon as possible.

FAQs

What is the refund policy?

This is a non-refundable ticket and isn't transferrable to another workshop.

Is there available parking at the event?

There is plenty of parking in the onsite lot.

Testimonials from previous workshops

"Thanks to Lisa Shaughnessy for giving of her time, talent, and positive energy as she lead us through a process to create funnels and systems within our businesses! I left with 4 funnels! That is the furthest I have gotten in almost 5 years in business. THANK YOU, Lisa!!" ~ Heather Myklegard, owner, Social Moxie

"The brainstorming segment and being able to dial in on the small segments was a valuable part of the workshop. I have already put into practice the system-building project [I created during the Simplified Workflows for Marketing Process Workshop] and am EXCITED!" ~ Naomi Hattaway, owner, 8th and Home Realty

ABOUT LISA SHAUGHNESSY

“In life and in business, we are often told to ‘trust the process", I’ve found the best way to do that is to create the best processes possible. Everything I do and teach is grounded in real-time and real people, so that businesses and their owners alike can get real results.” ~ Lisa Shaughnessy

Lisa Shaughnessy has over 20 years’ experience creating and implementing processes and workflows for government agencies, corporate offices, and small businesses. After working for others for many years, she started her own consultancy helping small businesses increase growth and revenue. Through her Simplified Workflows for Business Success workshops and consulting services, Lisa’s clients successfully get business activities out of their heads and into written, repeatable processes, enabling them to easily hand off tasks to others, open more time for clients, and prevent costly mistakes. She is also a speaker and writer on a variety of small business topics. When she's not helping small businesses reach their full potential, Lisa loves to travel, golf, and hang out with her husband Rob, family, and friends.


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Play, Work or Dash

8214 Old Courthouse Road

#b

Vienna, VA 22182

View Map

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