Tag Archives: client intake

Is it called “Client Onboarding”?

Yay! I’ll be speaking at WordCamp Atlanta, May 3-5, 2019. My session will be:  Getting Clients to Sign on the Dotted Line Consultations, estimates, proposals, contracts, oh my! If onboarding your clients is a struggle, this session is for you. I’ll share my super straightforward system and break everything … Read On ›