Do you delight your clients? Agencies, consulting firms, and anyone else who works with clients: This webinar is for you! Make every client feel like a VIP...without having to micromanage the process yourself. No more fire drills! In this webinar, you’ll find out what to do once you’ve landed an important client — and how to hand them off to your team with confidence. See how to ensure your client intake process is a well-oiled machine. No more fire drills, no dropped balls, no wondering if things got done. Just streamlined processes — and happy clients. Free ready-made client templates With the systems you’ll see demonstrated in Redbooth — including a ready-made client intake workflow template — you’ll be able to set up your own client intake process in just minutes. Bonus: Get access to client management and client end-of-project workspaces, making it easy to keep your internal systems tidy, ensure client satisfaction right up to the end, and drive continual process improvement. With a scalable system, you’ll be able to go out and bring in more new business, knowing your clients will be in good hands thanks to your client intake process. After this webinar, you will be able to: * Delight each client and set a great foundation for your work together * Go out and bring in more new business with a scalable system * Set up your own client intake process in just minutes

1. CREATING A
SMART,
SCALABLE CLIENT
INTAKE PROCESS

2. PRESENTER
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

3. THE BIG PICTURE

4. OVERVIEW
• 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

5. “We got one!”

6. CREATING YOUR
CLIENT INTAKE PROCESS

7. MAKE A LAS TING FIRST IMPRES SION
• 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!

8. Why I recommend Redbooth with clients
and use

9. QUESTIONS?

10. START WORKING SMARTER
Diana Ecker
Content Marketing Manager

11. START A FREE TRIAL TODAY!
WWW.REDBOOTH.COM