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A Message from Katey Maddux
Before we get started... 3 quick questions
Start with the Why - For Your Client
Start with the Why - For You, the Practitioner
Defining Onboarding - How does it set the relationship up for success?
Your Current Process - What is the ONE thing you really want to change?
Test your learning
Intro - A New Solution
Step 1 - The Consultation
Overview of Steps 2, 3 and 4 - The Interview, Assessment and Proposal
Steps 2 & 3 - The Interview & Assessment - Part 1
Step 2 & 3 -The Interview & Assessment - Part 2: Communication & Systems - Part 1
Step 2 & 3 - The Interview & Assessment - Part 2: Communication & Systems - Part 2
Step 4 - The Proposal
Step 5 - The Engagement!
Step 2 & 3 -The Interview & Assessment - Part 2: Communication & Systems - Part 2
Set Proper Expectations
Streamline Your Tools and Tech
Client Wins
In Closing...
Laugh along with me as I share the best of the Bloopers while recording this course.
