1. Intake Form

Online scheduling will allow your clients to book with you in an effective way, without the back and forth. Check out my guide for some of my favorite appointment apps: https://sqassistance.ca/calendar-scheduling/.

2. Intake Forms

Intake forms will allow you to know your clients better before you meet them. 

3. Live Discovery Call

Live discovery calls are a great way to connect with your clients and show them the Human in you. 

  • Can be linked to your Facebook page/event

  • Available on Android and iOS

  • Real-time engagement and comments

  • Shareable during and after

4. Service Proposal

When you got the details and needs of client figured out, it is important to let them know that you understood. This can be sent right away after your discovery call.

5. Online Contract

Make sure you have a contract. Even if it's just a few hours or work, make sure you to inform your clients about your conditions. They will also be more trusting.

  • Confirmation

    Immediately after registration

  • Reminder

    24 hours, 2 or 3 days before (as you wish, but not to much)

  • Last Reminder

    2 or 3 hours before, to catch the latecomers

  • Date and time, with timezone converter if required

  • Link to virtual room

    Like Zoom, GoToMeeting, etc.

  • Link to program to be downloaded

  • Any technical details related to the program you'll use

  • Any documents, agenda or homework that partcipants need to read before

  • Will this webinar recorded and available?

  • Alternatives if someone can't attend or cancellation policy

  • Link to event page

    Invite your registrants to share the event, if possible!

6. Follow Up

Even if you don't get the contract, please do follow up. 

  • Thank you emails to participants who showed up

  • Regrets emails to no shows

  • Recording

  • References

  • Documents and presentations

  • Survey to ask for feedback and testimonials

  • Thank you!

  • Some promo to your business

    Future events, services/products offered, etc.

7. Test & Try

Last but definitely not least, test your whole registration system! Organize a fake event and make your friends and family register. Don't forget to try and be comfortable with your videoconference tool as well.

Alberobello // Fashionable Font Duo on Creative Market
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