You want to work with better clients. I’m here to help. Here are your links to the Client Intake Cheat Sheet (and a few other resources to help you work with better clients).
- Client Intake Cheat Sheet (PDF)
- Recommended intake tooling (PDF)
- Email and Phone Script Library (PDF)
- [Bonus] Client Intake Cheat Sheet Article (PDF) (the complete ‘Client Intake Cheat Sheet’ article for you to read at your own pace)
- Or read the Client Intake Cheat Sheet as an article online
Excelsior!
Kai