Flawless Legal Onboarding Workbook
$37.00
The Flawless Legal Onboarding Process is a signature three step system that will help you efficiently onboard new and future clients. Plain and simple: your onboarding process sets the tone for your working relationship. It is how you introduce your clients to your business, service or product. Learn how these three steps can transform your business and actually generate you more revenue and avoid legal headaches.
- Step 1: The Proposal Stage
- Step 2: The Welcome Package
- Step 3: The Onboarding Call
This workbook will help you dive deeper into the client experience and outline why it is imperative to the success of your client and to the experience your client has of your business.
What’s Included:
- Signature Three Step Flawless Legal Onboarding Process
- Key Onboarding Strategies
- Discovery Call Strategies
- Legal tips
- Done-for-you Proposal Emails
- Done-for-you Onboarding Email
- Done-for-you Housekeeping Policies
- Example Client Intake Form Questions
- Eight Step Client Onboarding Checklist
- Client Journey Workbook
*all prices are in CAD
This 46-page work book will transform the way your business takes on new clients. From the first point of contact the client has with your business, all the way through the onboarding process, every step is broken-down and explained for you to implement directly into your business. This workbook offers done-for-you emails and worksheets that can be customized to any service-based business.
As a bonus we also included an entire section on the Client Journey complete with an eight step Client Onboarding Checklist and workbook to help you understand what you client experiences from discovery call to sale and beyond.
As part of your onboarding system you want to ensure a flawless experience...
... because first impressions matter!
What will I learn?
This resource will help you:
- Understand the power of onboarding through the Signature Three Step Flawless Legal Onboarding Process
- Outline key Onboarding Strategies to enhance the client experience
- Nail down Discovery Call Strategies that work
- Understand the Client Journey
- Outline a typical Client Journey Road Map
- Provide you a Client Onboarding Checklist
- & more.
What’s Included:
- One PDF Document
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