How to Set Up an Effective Client Intake System

One of the best ways to make a positive, lasting impression on a new client is to create a credible, easy-to-follow intake system for onboarding them into your business. In this workshop, our resident copywriter and trainer, Melanie Sparks, will take you step by step through one of the best client intake systems and workflows we have ever seen. Melanie shows you how to utilize key tools and apps for simplifying the proposal, contract and initial intake process for new clients. Onboarding is the “key to success” to retaining long-term clients as long as you use the right system and approach. Melanie has this nailed down, so don’t miss this one!
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Course curriculum

  • 1
    Building a Powerful Client Intake System
    • Download Workshop Handout
    • Part 1: Intro to Client Intake System
    • Part 2: Creating Your Sales Pipeline
    • Part 3: Setting-up a 5-Stage Client Intake System
    • Part 4: Tools, Templates and Tips
    • Part 5: Next Steps
    • Client Intake Template and Resource Guide
    • [Tutorial] Build Your Client Pipeline in Asana

Instructor

  • Melanie Sparks

    Melanie Sparks

    Copywriting / Client Management Instructor

Course Reviews

  • Awesome course!

    Heather Rhoden

    Great course! As someone who views herself as pretty tech savvy, I learned about multiple new tools and just signed up for Dubsado! I can't believe I'd never...

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    Great course! As someone who views herself as pretty tech savvy, I learned about multiple new tools and just signed up for Dubsado! I can't believe I'd never heard of it before. (No clients yet, so I like the free option vs 17 Hats.) I learned a lot about how I want to structure my client intake system and I'm looking forward to using it with my future clients. Thanks again!

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  • Outstanding Information!

    Melissa Spencer

    This was a great training - the tips for setting up a Client Intake Process in Asana are amazing and so helpful.

    This was a great training - the tips for setting up a Client Intake Process in Asana are amazing and so helpful.

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  • Good Information

    Lauri Forcade

    I know that there were steps but I kind of just did tasks when I thought of them. Many times, I found myself backtracking to get some missed information. T...

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    I know that there were steps but I kind of just did tasks when I thought of them. Many times, I found myself backtracking to get some missed information. This helps me put them more in a timeline. Hopefully I can keep it up and make an even better system.

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  • Building a powerful client intake system

    Beryl Payton

    I thought the video was too small, not at all like the size of those in vaclassroom. I do not feel that I learned how or understood how to do it.

    I thought the video was too small, not at all like the size of those in vaclassroom. I do not feel that I learned how or understood how to do it.

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  • Great course

    Judy Strain

    Great course. Instructor provided great detail regarding client on-boarding. She also recommended some great tools to help make the process flow smoothly. Hi...

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    Great course. Instructor provided great detail regarding client on-boarding. She also recommended some great tools to help make the process flow smoothly. Highly recommend this course for a great client intake system.

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  • Many thanks

    Tam Smith

    I truly appreciate you for taking the time to record this training I am in the beginning stages of my VA business and having a workflow in place is huge. ...

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    I truly appreciate you for taking the time to record this training I am in the beginning stages of my VA business and having a workflow in place is huge. Thank you Melanie and Craig for doing this! Many Thanks again Tam

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  • Easy step by step instructions for setting up your own in...

    Carolyn S. Boyce

    This course was just what I needed to simplify the process I was in the midst of setting up for myself.

    This course was just what I needed to simplify the process I was in the midst of setting up for myself.

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  • Build a Powerful Client Intake System

    Kimberly Streich

    I liked her demo and access to the template to duplicate what she has on Asana.

    I liked her demo and access to the template to duplicate what she has on Asana.

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  • Vicky Jean-Joseph