How to Create a Client Onboarding Process with Jacqueline Farkas

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Small Business Strategy Podcast: Service-based Business and Non-Profits

Jacqueline Farkas

19 episodes

4 days ago

Welcome to the Small Business Strategy Podcast! A Business Podcast Series where we share Stories and Strategies from Small Business Owners and Non-Profit Leaders. Your Community and Client Experience resource. My name is Jacqueline Farkas, Founder/Marketing Director at Jacqueline Farkas & Co, Formerly Marketing Service Boutique LLC Are you a Small Business or Non-Profit looking to Share your Story? We'd love to hear from you, Apply to be a Guest. Join our Small Business Community, Follow/Subscribe and Share with a Small Business Owner. Subscribe on ITunes or Spotify.

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How to Create a Client Onboarding Process with Jacqueline Farkas

Small Business Strategy Podcast: Service-based Business and Non-Profits

7 minutes 12 seconds

3 years ago

How to Create a Client Onboarding Process with Jacqueline Farkas

Have you ever dreamed about what your master plan looks like to get your dream client to say “Yes” to working together?

You've worked endless hours trying to craft a Success Recipe to land your dream client but panic slightly, because you haven't built out your client on boarding process yet. Cue: this episode!

We’re covering the basics that go into your onboarding process, email workflows, how to structure your workflow and more.

Specifically, we talk about:

My strategy-based onboarding workflow
The importance of a contact form
My tips for sending out proposals: how to format it and what to include
How to define your creative workflow

Connect with Jacqueline Farkas

- Learn More: ⁠⁠⁠⁠⁠https://jacquelinefarkas.com/about⁠⁠⁠⁠⁠

- Instagram: ⁠⁠⁠⁠⁠https://www.instagram.com/jacquelinefarkas_/⁠⁠⁠⁠⁠

- LinkedIn:⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.linkedin.com/in/jfarkas14⁠⁠⁠⁠