New Client Intake Workflow You Can Copy in 30 Minutes (Forms, Emails, and Folders)
Potential clients say yes, and for a moment, everything feels easy. Then the details start dripping in across five email threads, a couple of texts, and a voice memo you can’t find. Suddenly, you’re chasing basics instead of starting the work. This client intake process fixes that. In about 30 minutes, you can put a […]
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