Podcast

Episode 12

Oct 2, 2015

One listener writes: I stumble with a routine and protocol for first time clients. I feel like I’ll forget a form, forget to tell them about my cancellation policy and lose money, or drop the ball on follow up and lose a potential regular client. How can I get myself more organized, and what are the essentials to streamline my process?

Listen to "E12: How Do I Establish and Stick to a Routine and Protocol for First Time Clients?" on Spreaker.
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EPISODE 12

One listener writes: I stumble with a routine and protocol for first time clients. I feel like I’ll forget a form, forget to tell them about my cancellation policy and lose money, or drop the ball on follow up and lose a potential regular client. How can I get myself more organized, and what are the essentials to streamline my process?

More Resources: 

  •  Download our Protocol for First Time Clients Checklist here!