• Melanie Sparks

    Melanie Sparks

    Copywriting / Client Management Instructor

Course Reviews

  • 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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  • 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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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