22 minutes | Jun 15th 2020

How to create an intro packet to streamline client screening and onboarding

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In the early days of my business, I was plagued by bad clients. I figured there HAD to be a better way to screen out clients who wouldn't respect my boundaries, while also letting clients know WHAT to expect during a project, so that there would be no surprises or hold ups. So I, to the best of my knowledge, created the first Intro Packet in 2014. I sat down and outlined everything I thought my potential clients would need to know, wrote it all out, popped it into a PDF I could email, and started sending it to every potential client who came my way. The results were immediate. Potential clients who were a bad fit stopped wasting my time and went to someone else, and potential clients who were a great fit LOVED the intro packet and how organized I was. They were excited to work with me, and knew exactly what to expect during the project which reduced scope creep and helped keep everything on schedule. Show notes: https://successfullysimple.com/
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