Client Onboarding Meetup for Solo Pros Taking Place on July 29th

Round-Table Discussion: Client Onboarding that Rocks

Wednesday, July 29th | 1 PM Central

On Zoom

Freelancers and solo pros alike are invited to join a FREE round-table discussion Wednesday, July 29th: Client Onboarding That Rocks.

In this session, we’ll swap ideas on creating a smoother, more professional client experience—from proposals, contracts, deposits, and project tracking to Welcome Kits, onboarding videos, client portals, automations, templates, and all those little touches that make clients say, “Dang, this person's got it together!”

Attendees will leave with ideas that help:

  • Save time

  • Stay organized

  • Impress clients

  • Reduce headaches

  • Start every project with confidence

Because onboarding isn’t just paperwork. It’s a first chance to prove one’s professionalism.

Sign up here.

Can’t make it? Register to receive the replay and checklist.

Previous
Previous

Cortés Presenting at DWKC’s MiniCon on Sept. 16th

Next
Next

Cortés Headed Back to JCCC to Speak on July 15th