Simplified Workflows for Client Onboarding

Discover how having a solid and consistent Follow Up Strategy and Messaging will help you increase your revenue and client base.All workshops are led by Lisa Shaughnessy, who has over 25 years' experience creating Follow Up strategies, proceses systems, and workflows for government agencies, companies, and small businesses. So you won't get some generic workshop where you just write down what you're already doing. You'll get Lisa's collective knowledge and expertise to help you create your business 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.Scroll down to see all available Workshops.

CreateFollowUpMessages.com

<H2>Wow your current clients and open room for more!</H2>
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.
<H2>What this workshop will do</H2>
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:
<OL>
<LI>Contracts, agreeements, and NDAs</LI>
<LI>Pre-work questionnaires</LI>
<LI>Scheduling meeting times</LI>
<LI>Email templates for setting expectations, and other interactions</LI>
<LI>FAQs to save your sanity and time</LI>
</OL>
<H2>What this workshop won't do</H2>
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. 
<H2>What you'll get</H2>
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 write 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.
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.
<H2>Testimonials from previous workshops</H2>
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<IMG ALT="Beth Offenbacker Review" SRC="https://cdn.evbuc.com/eventlogos/28075597/bethfbreview.png">
<IMG ALT="Naomi Hattaway Review" SRC="https://cdn.evbuc.com/eventlogos/28075597/naomifbreview.png">
<H2>ABOUT LISA SHAUGHNESSY</H2>
“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.
<IMG ALT="Lisa Shaughnessy Process Workshop Leader" SRC="https://cdn.evbuc.com/eventlogos/28075597/lisashaughnessyheadshot.png">

Simplified Workflows for Client Onboarding

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