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 setting the stage for stronger engagements and harmonious relationships.
Let’s set the agenda and discuss what everyone is doing with their new client intake process.
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!
