In this deep-dive course, you’ll learn all the tools to overhaul your client management with actionable steps from start to finish. We’ll cover key topics like onboarding, client education, management software, communication strategies, and how to leave a lasting impression with each project. I’ll walk you through my exact processes, and share how our team shapes the client experience every step of the way.
This course covers:
- Creating the perfect inquiry form
- Managing inquiries in Dubsado
- Creating an Investment Guide
- The power of 20 minute phone consultations
- In-person consultations
- Consultation packets
- Estimates, contracts + retainer fees
- Client education
- Client communication
- FFE schedules
- Off-boarding processes
- Project Punch List
- Goodbye packets
- Client follow up
This course is self-paced through six chapters of video and written instruction, downloadable templates , checklists and access to an exclusive community of fellow designers. Upon purchase, you will receive immediate, lifetime access to the course.
Due to their digital nature, all courses are non-refundable and non-transferable.