Swiping Right - Client Courtship, Engagement & Marriage
A six-part series, in Jason Staats’s Realize Community, on building a streamlined, kick-ass engagement process.
February is all about your sweethearts - apps and clients.
Let’s ensure you know who you want to let into your business! And what tech you need for a seamless onboarding experience.
We will work through what sweetheart tech you need for the onboarding process. Plus, we will list what can be automated in your process and what will require the human touch.
You will receive a tech evaluation worksheet to determine what apps you have and how they work for you, what apps you need, and what each one should be doing for you.
You will also noodle your way through your Sweetheart Client Profile Worksheet.
Join me for a monthly masterclass on the lifecycle of a client engagement. From discovery & booking, clear through to re-engagement (and dis-engagement), learn what dating a client looks like in 2023 in a series I’ve developed just for the Realize Community.
Throughout the masterclass series, we will cover The technology you need and what can be automated, crafting your ideal client profile, the discovery process, file review & quoting, information gathering, contracting, tech implementation and education.
This is a Realize Community event series. You must be a member to participate.
I highly recommend you join Jason Staats's amazing group - you will love it there!