Brandi Bernoskie; Streamline Your Client Onboarding

This episode is brought to you by Personalized Procedures. 

Today, I’m discussing client intake/onboarding processes. My guest is Brandi Bernoskie from Alchemy + Aim. She and I discuss how she improved her client intake system and how it increased the productivity of her business. 

If you’re a visual learner and want to see how to incorporate this system for yourself, grab your Action Sheet for this episode! You will also get the transcription and notifications about future episodes. 

Topics: 

• (03:38) Steps Brandi took to create a better client intake system 
• (07:40) E-mail automation programs 
• (10:35) Brandi’s best financial investment for her business 
• (15:05) Brandi’s worst financial investment for her business 
• (18:12) Onboarding teams with the Kolbe Method 

Quote of the Week: 

“I’m inclined to improv.” -Brandi Bernoskie 

Resources: 

Episode Link 

Hiver 

Streak 

Alchemy+Aim LinkedIn 

A+A Instagram 

Brandi’s Twitter 

Kolbe Method 

Guest Stats: 

[Bio provided by guest] 

Alchemy + Aim Homepage 

A+A Facebook 

Brandi’s Instagram 

[What’s new in her world] 

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