Curtis McHale

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What to Read to Crush Client Onboarding

Onboarding

  • Don’t take that call with the client
  • When I do take that client call
  • Why I require my initial questions answered
  • Past the Email the first client call
  • Who are my ideal clients and how do I filter them
  • Don’t just say no…have recommendations
  • Don’t psych yourself up before a client call

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