How to Set Up an Effective Client Intake System
Course curriculum
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1
Building a Powerful Client Intake System
- Download Workshop Handout
- Part 1: Intro to Client Intake System
- Part 2: Creating Your Sales Pipeline
- Part 3: Setting-up a 5-Stage Client Intake System
- Part 4: Tools, Templates and Tips
- Part 5: Next Steps
- Client Intake Template and Resource Guide
- [Tutorial] Build Your Client Pipeline in Asana
Instructor
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Melanie Sparks
Copywriting / Client Management Instructor
Course Reviews
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Vicky Jean-Joseph
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Build a Powerful Client Intake System
Kimberly Streich
I liked her demo and access to the template to duplicate what she has on Asana.
I liked her demo and access to the template to duplicate what she has on Asana.
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Easy step by step instructions for setting up your own in...
Carolyn Boyce
This course was just what I needed to simplify the process I was in the midst of setting up for myself.
This course was just what I needed to simplify the process I was in the midst of setting up for myself.
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Many thanks
Tam Smith
I truly appreciate you for taking the time to record this training I am in the beginning stages of my VA business and having a workflow in place is huge. ...
Read MoreI truly appreciate you for taking the time to record this training I am in the beginning stages of my VA business and having a workflow in place is huge. Thank you Melanie and Craig for doing this! Many Thanks again Tam
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Great course
Judy Strain
Great course. Instructor provided great detail regarding client on-boarding. She also recommended some great tools to help make the process flow smoothly. Hi...
Read MoreGreat course. Instructor provided great detail regarding client on-boarding. She also recommended some great tools to help make the process flow smoothly. Highly recommend this course for a great client intake system.
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Building a powerful client intake system
Beryl Payton
I thought the video was too small, not at all like the size of those in vaclassroom. I do not feel that I learned how or understood how to do it.
I thought the video was too small, not at all like the size of those in vaclassroom. I do not feel that I learned how or understood how to do it.
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Good Information
Lauri Forcade
I know that there were steps but I kind of just did tasks when I thought of them. Many times, I found myself backtracking to get some missed information. T...
Read MoreI know that there were steps but I kind of just did tasks when I thought of them. Many times, I found myself backtracking to get some missed information. This helps me put them more in a timeline. Hopefully I can keep it up and make an even better system.
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Outstanding Information!
Melissa Spencer
This was a great training - the tips for setting up a Client Intake Process in Asana are amazing and so helpful.
This was a great training - the tips for setting up a Client Intake Process in Asana are amazing and so helpful.
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Awesome course!
Heather Rhoden
Great course! As someone who views herself as pretty tech savvy, I learned about multiple new tools and just signed up for Dubsado! I can't believe I'd never...
Read MoreGreat course! As someone who views herself as pretty tech savvy, I learned about multiple new tools and just signed up for Dubsado! I can't believe I'd never heard of it before. (No clients yet, so I like the free option vs 17 Hats.) I learned a lot about how I want to structure my client intake system and I'm looking forward to using it with my future clients. Thanks again!
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