Swiping Right - Client Courtship, Engagement & Marriage
A six-part series, designed just for Jason Staats’s Realize Community, on building a streamlined, kick-ass engagement process.
This month we are honing our finances and engagement.
We have decided we like this new prospect, found out their true story; now we need to have the money talk! And then maybe, just maybe, get engaged.
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!
