CLIENT ONBOARDING & CLOSEOUT

CLIENT ONBOARDING & CLOSEOUT

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$250.00
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$250.00
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Join me as I share how I've streamlined my on-boarding and closeout process. During this session we will discuss: 
  • Intake form
  • Contract basics
  • Invoicing options
  • Welcome email
  • Your welcome packet
  • Setting them up on your CRM
  • Getting started call questionnaire
  • Event conclusion email
  • Event conclusion call
  • How to request a review
  • Vendor close out

 Photo by Chris Charles