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Wow Factor Onboarding Workshop

$67.00

WOW FACTOR ONBOARDING WORKSHOP: AUTOMATE YOUR CLIENT ONBOARDING + GET MORE TIME BACK + BECOME A CLIENT REFERRAL MACHINE

WOW Factor Onboarding Workshop will help you quickly (and with simplicity) streamline your onboarding process, pick the perfect software for your needs and budget, help you map out your processes without complicated workflows, and help you wow clients to make sure they not only sign on as a client but stay with you month after month.

WHAT YOU'LL LEARN AND ACCOMPLISH!

The 3 phases of onboarding (Spoiler 🚨 it starts way before they sign their contract and pay their invoice.)
How to pick the right software for your needs and your budget.
Hacks for landing more clients with post-discovery call strategies.
The buyer's 24-hour rule that will make or break a client relationship.
What you can automate and what needs a personal touch**.**
How to use templates that not only convert but save you time and actually sound like you.
My process for booking discovery calls while you sleep (without a complicated funnel).

What's Included

WHAT YOU'LL RECEIVE...

1. 2-Hour Workshop Training Broken Into Bite Size Pieces For Easy Implementation.

2. WOW Factor Onboarding Workbook

3. NEW BONUS: Private Podcast Feed - listen to the workshop on the go with a private podcast audio feed of the entire training.

4. BONUS: Swipe File Of Scheduler Intake Form Questionnaire From 10 Different Service Industries.

5. BONUS: My Exact Proposal Framework that made me over $250K in my first year in business.

FAQ

Do I Need To Have A Bunch Of Software & Tools?

Absolutely Not! I’m a big fan of keeping your business simple (including your tech stack) and more importantly, profitable. I will go over the two most used software that I recommend and go over the pros and cons of both. Each of these costs less than $40 per month (and with our discount code even less than that). But ultimately it’s up to you which and if any tools you want to use to automate the process I will teach.

This process will work no matter what software you use.

IS THIS WORKSHOP AVAILABLE IN ANY OTHER PROGRAMS?

This product is not found in Serve Scale Soar® or Conversions For Clients® it’s exclusively sold as a stand alone product..

DOES THIS COME WITH A PRIVATE PODCAST?

Yes, it does! Since it's several hours of content we wanted you to be able to take it with you and listen on the go. Because let's be real this is a topic that you'll want to listen on repeat.

ACCESS INSTRUCTIONS

This workshop is hosted on our course platform. Once you checkout, you will receive an email with login details. If you already have an account on our course site, you can log in here (this is a separate login than if you're logging into Conversions For Clients or Serve Scale Soar).

This is a digital course. Nothing physical will ship.

ADD ON THESE & CREATE THE DIGITAL DREAM TEAM

Proposals That Pop

$77.00

This changed my business!!

This training will literally walk you through each stage of the onboarding process from lead to booked! It was unbelievable. I set up my onboarding in 2 days with the checklists and templates. That is the fastest set up ever and will SAVE YOU TIME as service provider. The value I received compared to what I paid was just WOW. I'm forever grateful!