What do you do when a potential client wants to work with you?
Do you have a plan or process? Or do you just "wing it"?
If you're just "winging it", you need a better way. If you have to recall all the steps to take each time a new client reaches out, you're wasting precious time and energy. Not to mention, stressing yourself out for no reason!
What if you had a system for taking a client from filling out a 'work with me' form on your website to sending a 'thanks for working with me' card and everything in between?
How would that feel?
Exciting? Calming? Amazing?
LET ME INTRODUCE YOU TO THE CLIENT PROCESSES TRELLO TEMPLATE
What's a Trello template?
Trello is a FREE project management tool that enables you to organize
and prioritize your to-do's in a fun, visual way.
A Trello Template is a board that has lists and cards to organize your projects.
The Client Processes Template is a done-for-you board that has the four main client processes you need to sign up and work with a new client.
THE FOUR CLIENT PROCESSES INCLUDED:
HERE'S WHAT'S INCLUDED:
Take new clients through your client processes to ensure each one gets the same experience and no steps are missed!
Hey there! My name is Billie Gardner & I want to help you build a thriving business AND life! I'm a virtual assistant, a mentor to those wanting to work from home, and blogger at Desire to Done. Becoming a virtual assistant helped me fulfill my dream of working from home and having a happier life. That's why I'm passionate about helping others do the same. Learn more about me here.