026 Onboarding Process
Episode description
Michelle walks you through the 7 steps of her Onboarding Process.
This is a pretty common question she gets on her FB group and on social media about how to kick off a project to get it going on the right foot and in a positive direction to really impress your client, set the tone for how your working relationship is going to be, and then continue on the project and absolutely kill it.
In this episode, she walks you through the 7 steps and gives you some pointers along the way. This is the process she's come up with that really works for her after 7 years in business. You don't want to miss it!
Resources mentioned in this episode:
- Check episode number 22 to learn about the Secrets to Better Sales!
- Check episode number 23 to get in DETAIL Michelle's Brand Questionnaire. You'll get her go-to Q's when starting with a new client!
- If you've already listened to episode number 23, you can get a copy of Michelle's Brand Questionnaire here!.
- Basecamp - Michelle's favorite Project Management tool.
- Calendly - Booking calls tool.
- Harvest - To set and send from your estimates and invoices.
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