• Melanie Sparks

    Melanie Sparks

    Copywriting / Client Management Instructor

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 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