YAY! The Close More Sales Discovery Call Masterclass and Cheat Sheet is on its way to your inbox!
But before you go...
Do you have an onboarding plan for after you close the call?
One that tells your client EXACTLY what services you’re providing (so you keep scope creep at bay)
AND
Gives clients the 411 on how you work so they see you as a trusted partner and not a random employee
AND
Kindly, but clearly, sets up boundaries?
If you’ve answered an “emergency” email from a client on the weekend or had someone ask you to post something “urgent” without any notice, you need:
THE WELCOME PACKET
Grab The Welcome Packet That:
- Establishes you as the professional, lets the client know they’re in good hands and reassures them they made the right decision (hiring you!) for their business.
- Demonstrates to the client they aren’t your boss—and you aren’t their admin (no more emails at noon saying “I need this posted at 2 p.m. today!”)
- Lays down the law of how you work from the get-go and clearly establishes boundaries (and no, you don’t work on the weekends)
