Client Onboarding Toolkit Lifetime Deal
Quick Overview
Implement an easy-to-follow formula that gets clients signing on the dotted line right away.
Alternato to From pitch to get paid.
Setup automated call scheduling to save time for you and your clients.
Best for Graphic designers.
Client Onboarding Toolkit
If you’re tired of wasted efforts, endless back-and-forth communications, and feeling like you don’t always make a great first impression, the Client Onboarding Toolkit is for you.
Imagine if you could stop reinventing the wheel each time you bring on a new client with a straightforward onboarding process.
Stop dreading writing estimates and contracts and avoid the money discussion and learn to exude confidence when you talk with prospects about how to work with you.
The Client Onboarding Toolkit is a simple, 4-step digital course for turning prospects into paying clients created by web designer Jill Anderson of Jill Lynn Design.
Product Overview Images
This digital course, accessible on any browser on any device, brings clarity to the client intake process, keeps you sane, and boosts your onboarding confidence—and your client’s confidence in you.
Designed for creative professionals, it’ll save you time, stress and frustration while making you look like the creative rockstar you are.
Ensure your contract covers you and your services and qualify each prospect you speak with to make sure there are no flags.
Feature Included:
Onboard clients like a pro…
- Learn what to include in a contract, from terms and conditions to deliverables to grant of rights.
- Discover how to talk about and implement your contract and what to do if you get client pushback.
- Implement an easy-to-follow formula that gets clients signing on the dotted line right away.
- Set up automated call scheduling to save time for you and your clients.
- Establish what to say—and what not to say—on a consultation call.
- Learn how to identify red flags in a consultation call and how to turn things around.
- Discover how to package your services and make your pricing less complicated.
- Learn how to craft a project-winning message for each estimate and what to say in kick-off emails.
- See recommendations for online scheduling, signing documents online and accounting software options.
- Enjoy helpful resources and templates including contract and project questionnaire templates.
- In addition to the digital course, a PDF download is also included.
Plan Details:
- Learn what to include in a contract, from terms and conditions to deliverables to grant of rights.
- Discover how to talk about and implement your contract and what to do if you get client pushback.
- Implement an easy-to-follow formula that gets clients signing on the dotted line right away.
- Set up automated call scheduling to save time for you and your clients.
- Establish what to say—and what not to say—on a consultation call.
- Learn how to identify red flags in a consultation call and how to turn things around.
- Discover how to package your services and make your pricing less complicated.
- Learn how to craft a project-winning message for each estimate and what to say in kick-off emails.
- See recommendations for online scheduling, signing documents online and accounting software options.
- Enjoy helpful resources and templates including contract and project questionnaire templates.
Deal Terms:
• Length of access: Lifetime
• Redemption Deadline of coupon code: 60 Days from the purchase
• Lifetime access to Client Onboarding Toolkit
• All future Client Onboarding Toolkit updates
• This deal is non-refundable
$22.00
What you get in this deal
- Easy-To-Follow Formula
- Implement Your Contract
- Automated Call Scheduling
- Red Flags In Consultation Call
- Non-Refundable Deal
Hurry! Only 199 Licence are left
Client Onboarding Toolkit Tier-1
$22 LTD
$49
-
12% OFF For Prime Members Only
-
Lifetime Access
-
Learn what to include in a contract, from terms and conditions to deliverables to grant of rights.
-
Discover how to talk about and implement your contract and what to do if you get client pushback.
-
Implement an easy-to-follow formula that gets clients signing on the dotted line right away.
-
Setup automated call scheduling to save time for you and your clients.
-
Establish what to say—and what not to say—on a consultation call.
-
Learn how to identify red flags in a consultation call and how to turn things around.
-
Discover how to package your services and make your pricing less complicated.
-
Learn how to craft a project-winning message for each estimate and what to say in kick-off emails.
-
See recommendations for online scheduling, signing documents online and accounting software options.
-
Enjoy helpful resources and templates including contract and project questionnaire templates.
Non Refundable Deal
Client Onboarding Toolkit Tier-1
$22 LTD
$49
- 12% OFF For Prime Members Only
- Lifetime Access
- Learn what to include in a contract, from terms and conditions to deliverables to grant of rights.
- Discover how to talk about and implement your contract and what to do if you get client pushback.
- Implement an easy-to-follow formula that gets clients signing on the dotted line right away.
- Setup automated call scheduling to save time for you and your clients.
- Establish what to say—and what not to say—on a consultation call.
- Learn how to identify red flags in a consultation call and how to turn things around.
- Discover how to package your services and make your pricing less complicated.
- Learn how to craft a project-winning message for each estimate and what to say in kick-off emails.
- See recommendations for online scheduling, signing documents online and accounting software options.
- Enjoy helpful resources and templates including contract and project questionnaire templates.
6 reviews for Client Onboarding Toolkit Lifetime Deal
Ilise Benun –
Save yourself some time and heartache when it comes to onboarding new clients. Jill has taken everything I taught her, added her own experience and smarts, then distilled it into a simple process so that her fellow creatives can learn from her experience. The Client Onboarding Toolkit is genius!
Nancy Ruzow –
The Client Onboarding Toolkit is an amazing reference for veteran and newbie creatives. It is written in a clear and concise manner that leads you through best practices on onboarding your clients. I was able to start and stop when needed, so I could implement, do other work, and come back to the next steps in my own time. As a designer who has been running my business for 35 years, it taught me many things that I need to edit in my business to make client onboarding run smoother. A must tool for all creatives!
Yamilca Montanez –
Jill’s Client Onboarding Toolkit is great! I like its simplicity, the bite-sized instructions and the action steps in each section. It’s a perfect roadmap for me!
Amy Weiher –
The Client Onboarding Toolkit is amazing, really well done, and easy to follow. I appreciate the easy links for each of the action steps and tips on what to say. (I’ve never sent a contract before, so it’s nice having that verbiage handy.)
Jillfrances Gray –
I like how the Client Onboarding Toolkit’s information is organized into individual steps I can take. And as a designer, the look of the toolkit and its clean typography really speaks to me!
Jennifer –
I like how the Client Onboarding Toolkit’s information is organized into individual steps I can take. And as a designer, the look of the toolkit and its clean typography really speaks to me!