From Inquiry to Offboarding Framework
FOR DESIGNERS + SERVICE-BASED BUSINESSES – MY STEP-BY-STEP FRAMEWORK FOR CREATING A CLIENT EXPERIENCE FROM INQUIRY TO OFFBOARDING IS waiting for you inside this 26-page downloadable PDF.
Let’s get real for a second, friend.
SOUND FAMILIAR?
Do you need to know where to start regarding project management or creating an enjoyable client experience?
Does setting up a new project in your system take hours?
Do you feel discouraged after researching and testing out multiple CRMs, apps, etc., to help make your process easy for you and your client, and you're getting hung up on how they all work together?
Are conversations getting lost in email?
WELL, YOU SEE—I FELT THE SAME WAY.
I've spent years experimenting, tweaking, testing, and trying method after method until I finally nailed this process down.
Instead of wasting your precious time, I'm sharing my step-by-step framework with you in my From Inquiry to Offboarding Framework: a 26-page guide walking you through the tools, resources, and processes I use that has created a client experience my clients rave about.
I'm not holding back and keeping secrets; this is the real deal, designed to walk you through my process and client experience.
Confidently create an internal process to manage your projects
Successfully implement a strategy that will elevate your client experience
Know what to say for inquiry, proposal, onboarding, and offboarding emails with templates
Keep your conversations out of email and in one place for accessible client communication and feedback
Build and share project timelines that are seamless and streamlined
It starts with SETTING UP YOUR SYSTEMS + TOOLS
It's all about setting up your systems and tools to help alleviate the stress and set your business up for long-term success. In this guide, I'll share my tried-and-true methods for establishing a process to create the best client experience and add value to your service-based business.
What's inside:
Inquiry + Discovery Phase - We'll go over the next steps after you receive an inquiry to set up a discovery call and what questions to ask.
Creating the Proposal - From creating the proposal, what to include, and how to send it to your client.
Onboard + Project Management - Creating the project timeline, contracts, invoicing, forms, and onboarding your client.
Launch + Offboard - An essential list of items to send to the client, setting them up for launch success, and my offboarding process.
PLUS - Five instructional, walkthrough videos teaching you the systems + tools I use.
BONUS - Templates throughout to take and implement into your process!
STUDENT REVIEW
"Karli's "From Inquiry to Offboarding Framework" was so helpful in improving my client experience. I've refined it so many times over the years, but implementing Karli's approach has really elevated things to the next level. I felt a sigh of relief after reading through her framework because I could just feel how much would shift after I implemented all of her suggestions. I'm excited for the ease, simplicity and confidence this will bring to my business!"
BRANNAN @goldenhourdesigns
OK, I NEED THIS GUIDE!
$77