Module 5: Systems and Onboarding:

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Watch the Module 5 Video Lesson:

You’ve got a new client! Now what…? In this lesson we’re going to walk through some more of the administrative details in your business. Your client proposal and contract, effective onboarding, and how to communicate effectively throughout your projects.

 

MODULE 5 ACTIVITIES

 

Download and Print Module 5 Workbook
 

 

Download this workbook, print it out and follow along as you watch the video.

(It helps you learn better and work through your programs as you are watching!  #efficiency)

Watch Module 5 Video: Systems and Onboarding
 

Watch: Module 5 Video: Systems and Onboarding

This week is all about onboarding, getting contracts signed, and getting into a good flow of getting paid! That is what it is all about – right?

By now, you should be wondering about all of these things – so let’s get to it.

Favorite Tools
 

Project Management:  Trello or Asana with a very specific layout reviewed in this lesson!

 

Online Meetings:  Zoom

 

High End Client Communication:  Voxer

 

Google Drive, calendar, mail, everything!

For everything Online Marketing- Sales Pages, Email Marketing, Membership Management and more: Ontraport

Check out the full list of favorite tools here at this link.

 

Homework
 

 

Decide on your systems now and set up one template project / client / file system

Complete Module 5 Quiz

Quiz

How many steps are there in the Client Process?
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COMPLETE ALL OF THESE MODULE 5 ACTIVITIES:

1Watch the Video
2Download the Workbook
3Do the Homework
4Take the Quiz