Creating a Smart, Scalable Client Intake Process

CREATING A SMART, SCALABLE CLIENT INTAKE PROCESS

P R E S E N T E R

Karen Sergeant helps agencies and small businesses fix productivity leaks, expand operations and level up.

Her specialties include project and operations management, design thinking for digital product design, and online course design.

Karen Sergeant

Freelance Business Manager

THE BIG PICTURE

O V E RV I E W

• Great client onboarding creates a strong foundation • Systems make scaling possible • Your team needs access to those systems so you can

delegate • The systems need to be customizable

“We got one!”

CREATING YOURCLIENT INTAKE PROCESS

M A K E A L A S T I N G F I R S T I M P R E S S I O N

• Initial Steps: Start things off right • Internal Systems: Get your ducks in a row • Internal Project Management: Plan and strategize • Client Onboarding and Training: Engage the client • Welcome Packet: Impress and delight!

Why I recommend Redbooth with clientsand use

QUESTIONS?

S TA R T W O R K I N G S M A R T E R

Diana Ecker

Content Marketing Manager

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