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

Simplified Workflows for Client Onboarding

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8214 Old Courthouse Road

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Vienna, VA 22182

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Your work isn't done once the sale is complete.

This workshop is best for anyone who provides clients with consulting services or recurring memberships (either online or on-premise).You may be tempted to ease up after a new client has agreed to work with you. But the Client Onboarding Process is where you need to shine so they will continue to work with you and recommend you to others!

By the end of this workshop you will have completed at least one client onboarding-related process.

In this hands-on workshop you'll discover how to create new, or streamline existing, Client Onboarding workflows, processes, and templates. While specific processes will vary with each attendee, we'll cover the following at a high level:

  1. Contract/Agreement with NDA
  2. Pre-start questionnaire
  3. Email Templates for each stage

Three days before the workshop you can expect 2 things: 1) I'll email you a Business Process template so you can start thinking about the type of information you need to create a streamlined and effective process. 2) I'll add you to my Facebook group for participants in my Simplified Workflows for Business Success!™ Workshops and Courses.

NOTE: This workshop is strictly for creating a new, or improving your current, process.

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.


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Date and Time

Location

Play, Work or Dash

8214 Old Courthouse Road

#b

Vienna, VA 22182

View Map

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