Intro Packet Workshop + Template

Streamline your Client Screening & Onboarding – Automatically!

Going back and forth with potential clients takes FOR-EV-ER.

You have to explain your policies, what you need from the client, and how long the project will take.

And you haven’t even gotten them to sign a contract yet.

Wouldn’t it be nice to streamline this entire process, and at the same time weed out clients who don’t agree with the fact you only accept scheduled phone calls?

That’s where the Intro Packet Workshop + Template comes in. With this short, actionable video workshop, Google Doc, and Canva template, you’ll create your own Intro Packet that walks potential clients through all your major policies, the basic steps of the process, and helps both you AND your potential clients decide if you’re going to be a great match.

And the best part? The Intro Packet template does all that before you waste time going back and forth via email or having awkward meetings.

The Intro Packet Workshop + Template will help you…
Simplify and streamline your client screening and onboarding
Weed out bad clients automatically–before you waste time on a call or writing a proposal
Impress potential clients with your organization and prep them to work with you
Feel confident when responding to new client inquiries