Client Onboarding Success Workshop

1.5 hours

Every good client relationship must begin with a clear, step-by-step, and stress-free onboarding process that makes a strong first impression with your clients!

In this workshop , Tammy will teach you a simple system to introduce your clients to your services and get them to set-up and ready to work with you! Learn how to set up your intake forms and utilize the right tools to manage the whole onboarding process.
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Course curriculum

  • 1
    Client Onboarding Success
    • Download Client Onboarding Success Handout
    • LESSON 1: Benefits of a Client Onboarding System
    • LESSON 2: Common Client Onboarding Mistakes
    • LESSON 3: Seven Step Onboarding System Part 1
    • LESSON 4: Seven Step Onboarding System Part 2
    • LESSON 5: Seven Step Onboarding System Part 3
    • LESSON 6: Seven Step Onboarding System Part 4
    • Fact Sheet Example
    • Client Welcome KIt
    • Client Contract Sample #3
    • Client Contract Sample #2
    • Client Contract Sample #1

Instructor(s)

  • Tammy Durden

    Tammy Durden

    Bookkeeping & Business Management Instructor

    Tammy began her 'Freedom Journey' nearly 13 years ago. She began her business because she had become disabled due to Multiple Sclerosis and Lupus and needed to work from home. Tammy began by providing Lead Generation and Virtual Assistant Services for clients and over the years grew to a Multi-VA Agency and then transitioned to become a Boutique Digital Marketing Agency with a Team. Her love to help others as well as the continuing demand from Freelancers as they reached out for help, empowered Tammy to start another company in 2018. Through this company she provides Coaching, Teaching, and Speaking to help entrepreneurs who are: - Startups - Scaling by Outsourcing (building a team) - Stuck Tammy enjoys providing a combination of business & mindset coaching. She also offers business & mindset coaching from a spiritual perspective for those clients who want to go deeper. Tammy truly enjoys mentoring & teaching our Freelancers and looks forward to helping you all for years to come. In her free time, her sources of joy are her family and husband, Eric, as well as the ministry they serve. They have 3 grown children (2 are married) and 3 grandchildren with another on the way. She also enjoys Bible Studies and Scrapbooking when time allows.

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