What to Expect

  • Day 1 helps you map out your workflow so you can stop winging it
  • Days 2 – 4 takes you through the onboarding process – from new lead to new client
  • Day 5 has tips on how to manage clients + projects
  • Day 6 helps you wrap up your project, get feedback, and follow-up to keep you on their mind
  • Day 7 will have tips on how to handle your admin + backend parts of your biz

Inside you’ll find:

  • 11 email scripts so you know what to say + when
  • 7 checklists + cheat sheets to help you create your own templates (proposals, info, welcome, and goodbye packets)
  • Done for you toolkit with a template folder, Trello board, list of tools + resources