A Six-Step Plan to Track Prospects
It is less expensive and time consuming to keep an existing client compared to acquiring a new one. Therefore, much …
On Boarding
A 40-Step Plan to Bring on a New Client
Yes, my new client on-boarding process includes 40 steps. And many of the steps include sub-steps. There’s no need to …
The Importance of Knowing Your Ideal Client
When I start working with a client, one of the first things they want me to do is help them …