Client Intake Blueprint

taught by Jordan Gill

Course description

Here's How You Can Streamline Your Onboarding Process And Impress Your Clients WITH EASE!

This Works Even If You're Don't Have Tons of Clients Lined Up Yet...

You Get it All for Only $97!

Plus, I'll Even Show You All The Best Tools To Use to Make It Even EASIER!

Here's Everything You're Getting Right Now Inside The Client Intake Blueprint...

LESSON #1: The Overall Map

You'll learn exactly what goes where for your client intake process to go as smoothly as possible.

LESSON #2: Writing a Rock Solid Contract

You'll learn how to write an agreement that feels good to you and your clients.

LESSON #3: Your Invoicing Process
You'll learn how to send and gently remind folks to get their invoice locked and loaded.

LESSON #4: Creating Your Welcome Package

You'll learn how to create an incredible welcome experience for every client so they feel completely taken care of from the start!

With all the time and frustration the Client Intake Blueprint will save you, I could easily sell this training for over $300…
BUT I’ll let you grab ALL this training and bonuses today for...

Only $97!


Bonus #1: Dubsado Training- A $97 Value Yours FREE

This is our client intake software of choice because of it's automation capabilities, ease of use and oh, it's less than your weekly lattes!

Bonus #2: Sample Client Agreement - A $97 Value Yours FREE
We share our agreement so you can use it for inspiration. We don't like legal jargon and our clients don't either!

Bonus #3: Sample Invoice - A $97 Value Yours FREE
Invoices need to be made for 1 purpose - to get that money! We show you what ours looks like to ensure we get paid up.

Bonus #4: Sample Questionnaires - A $97 Value Yours FREE
We share some questionnaires so you can swipe 90% of it for our own! Let's make it real simple, guys!

Bonus #5: Sample Welcome Email with Schedule - A $97 Value Yours FREE
We share a sample of a welcome email to encourage you to keep your clients in the loop of what to expect.

Bonus #6: Client Offboarding Training - A $97 Value Yours FREE

We show you how to actually offboard a client as well. This includes if you are completing the project on good terms or bad terms. Both happen!

Bonus #7: Automate Your Discovery Call Process - A $97 Value Yours FREE

We share our Acuity + Zoom integration that completely automates your discovery call process. You literally just show up for the call!

If You Bought Everything Separately
This is a Massive $561 Total Value

Yours for ONLY $97!

There are no refunds for this training.

Jordan Gill
Jordan Gill
Head Honcho

Operations Consultant and Host of the Systems Saved Me podcast, Jordan Gill takes pride in saving hours (even days) around time-sucking technology decisions and an untrained team.  

She has been on the stages of She's Building Her Empire, Creative CEO Conference, Success Without Sacrifice, Is This Mic On? and Blog Like a Boss Brunch while also being featured in Belong Magazine!

Jordan lives in Dallas with her sweet cavapoo Vivienne. 

Course Curriculum

LESSON #1: The Overall Map
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LESSON #2: Writing a Rock Solid Contract
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LESSON #3: Your Invoicing Process
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LESSON #4: Creating Your Welcome Package
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BONUS #2: Sample Client Agreement
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BONUS #3: Sample Invoice
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BONUS #4: Sample Questionnaires
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BONUS #5: Sample Welcome Email with Schedule
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BONUS #6: Client Offboarding Training
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