*Presale!*

Course goes live July 8th!

In this course, Katey shares her tried-and-true process for evaluating, selecting, and onboarding the RIGHT clients for your firm, and how to ensure it's a great relationship from the first touch all the way through the delivery of the work.

Onboarding sets the tone for the relationship and expectations moving forward, so it is critical to get it right. Many practitioners rely on email, multiple documents, and meetings, which can have mixed results.

What You Will Learn

• Identify where the holes are in your current onboarding process with an eye to improving them

• Learn sustainable practices to streamline your onboarding processes and set the right tone and expectations with clients

• Determine key strategies to delight clients on an ongoing basis while maintaining efficiency and control in your practice

• Discover an affordable technology solution that streamlines secure document exchange and client communication in a delightful way for both clients and staff