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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 finding out their true story.
The hows and whys of a great file review.
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!