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Training Call with Heather – Client Onboarding

June 22, 2021 @ 3:00 pm - 4:00 pm

On this call, Heather E. Wilson will be training you on client onboarding!

Yes onboarding. Once a client says yes to working with you, what happens next?

This is a critical step that many coaches either forget to do, don’t think is important, or simply don’t have a process. We are going to change all that on this call.

Some of the topics that we’ll cover include:

  • What is a client onboarding system and why do you need one
  • The parts of a client onboarding system
  • How to design a client onboarding system that works for you

FYI: You’ll want to grab our worksheet as well before the call. GO HERE to get your copy.

Here is the link to join: https://us02web.zoom.us/j/5744318701?pwd=Yy96c2UrV1lDVmR6Q05YLzRlNDJaUT09

Password: TCC


June 22, 2021
3:00 pm - 4:00 pm
Event Category:


Online with Zoom