Intro Packet Workshop, $27

Streamline Client Screening & Onboarding

In this 45-minute video workshop, you’ll learn how to create your own intro packet that walks potential clients through all your major policies, the basic steps of the process, and helps both you AND your potential clients decide if you’re going to be a great match. And the best part? The Intro Packet does all that before you waste time going back and forth via email or hop on a call.

Taught by: Erin Flynn

Course Rating 5

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Francisco says:

This workshop helped me to improve my onboarding process and have a filter to receive only the best clients that fit my style of work.


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