Jean’s coaching business is small but successful. She works with 5-7 clients every day, then spends time catching up on social media, emailing, blogging, invoicing and other business matters. Her to-do list is never-ending, but she has what everyone in the online teaching industry desires — the state of being “fully booked.” There was a…
The client intake process can be a bore for users and a pain for the service-based business owner to create because there are a lot of moving parts — gathering pertinent client information, handling the legal documentation, collecting payment, and scheduling the actual client calls. Yet the upfront time spent creating your client intake workflow…
