Client on-boarding is one of the most important aspects of running a business that will generate referrals.

If you’re looking for a great cheerleader and a little extra help getting going, the Client On-Boarding Accelerator is the perfect solution.

When you join, you will receive:

• A 30-minute strategy session with me, to map out your client on-boarding strategy and procedure in detail.
• A contract bundle for your niche (including client contracts, privacy policy, and website terms of use).
• A welcome packet template you can customize for each client.
• 50% off a subscription to Honeybook, my favorite client management software that helps you manage client correspondence, project workflow, sending and signing contracts electronically, invoicing, payments, and more!

Prior to our session, you will complete a detailed questionnaire, so we can immediately dive into creating an actionable strategy.

Together, we will map out a detailed action plan to help you on-board clients like a pro, while protecting your business legally, to deliver an amazing client experience and generate referrals.

Ready to get started?!