Today I’m taking you through my version of the most important system every business needs: a clear step-by-step onboarding process to convert leads to clients.

This is absolutely necessary to keep yourself organized and to set expectations (and boundaries) with your potential clients. This process will help you strengthen your client relationships, protect you from misunderstandings and lapsed payments, as well as establish a professional atmosphere to teach your clients to value and trust you. Listen to this episode to learn tips from my years of experience and also the one new step I’m starting to implement.