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Realize Meetup - Courtship, Engagement & Marriage - Discovery & the first date.

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Swiping Right - Client Courtship, Engagement & Marriage

A six-part series, in Jason Staats’s Realize Community, on building a streamlined, kick-ass engagement process.

This month we are working on discovery & the first date.

How do you decide who you will meet with? How can we keep the misfits out before we even talk to them?

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 Realize.

Throughout the masterclass series, we will cover 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!

 
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The Dynamic Duo of Financial Cents and Dext - How to Set up Systems and Processes for Your Virtual Firm