Building a Powerful Client Intake System

Building a Powerful Client Intake System

taught by Melanie Sparks

Interested in this course? Get more details at our University: https://www.vaclassroom.com/university.

Tam Smith

Many thanks

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

Heather Rhoden

Awesome course!

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 l...

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. Thank you Melanie and Craig for doing this! Many Thanks again Tam

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 heard of it before. (No clients yet, so I like the free option vs 17 Hats.) I learned a l...

Melanie Sparks
Melanie Sparks
Copywriting / Client Management Instructor

About the instructor

Melanie Sparks is a conversion copywriter who helps online business owners attract their dream clients and make more sales. 

She has been doing creative work for 18 plus years, including nonprofit communication, marketing, and content creation, with a side of fiction writing. 

She lives in Lexington, Kentucky with her husband, daughter, and two beagles. She's also mom to a 25-year-old daughter and a grandma of two.

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!

Course Contents

5 Videos
1 Multimedia
1 Text
1 PDF