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!


IT'S BONUS TIME!

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.

Head Honcho

Jordan Gill

Operations Consultant, Founder 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, Blog Like a Boss Brunch, and Vision Casting while also being featured in Belong Magazine!Jordan is known for her buzzworthy client onboarding experience for service-based business owners that only takes 5 minutes!She also teaches her P.R.E. process for onboarding team members to set your team up for success in 30 minutes. No more bad hires!Jordan lives in Dallas and loves to indulge in some true southern bbq.Learn more about Jordan at www.systemssavedme.com

Course curriculum

  • 1

    LESSON #1: The Overall Map

    • The Overall Map
  • 2

    LESSON #2: Writing a Rock Solid Contract

    • Writing a Rock Solid Contract
  • 3

    LESSON #3: Your Invoicing Process

    • Your Invoicing Process
  • 4

    LESSON #4: Creating Your Welcome Package

    • Creating Your Welcome Package
  • 5

    BONUS #1: Dubsado Training

    • Dubsado - Workflow Overview

    • Dubsado - Creating Your Contract

    • Dubsado - Designing Your Forms

    • Dubsado - Write Your Canned Emails

    • Dubsado - Start Your Workflow

    • TKG Workflow - Start to Finish in Process Street
  • 6

    BONUS #2: Sample Client Agreement

    • Sample Agreement
  • 7

    BONUS #3: Sample Invoice

    • Sample Invoice
  • 8

    BONUS #4: Sample Questionnaires

    • Sample Questionnaire
  • 9

    BONUS #5: Sample Welcome Email with Schedule

    • Welcome Email Example
  • 10

    BONUS #6: Client Offboarding Training

    • Client Offboarding Good Terms

    • Client Offboarding Bad Terms
  • 11

    BONUS #7: Automate Your Discovery Call Process

    • Initial Setup Inside Acuity

    • How to Setup Appointment Types Inside Acuity

    • How to Make Your Availability Inside Acuity

    • How to Setup Your Qualifying Questionnaire Inside Acuity

    • How to Connect Acuity with Zoom

    • How to Write an Email Sequence Inside Acuity

    • Qualifying Questionnaire for Discovery Calls

    • Discovery Call Email Sequence