#012: Create SOPs for client onboarding

Summary

This episode walks you through creating a Critical Client Flow (CCF) system (from the book SYSTEMology), essential for freelancers, service providers, and consultants offering VIP day services. It covers the step-by-step process from lead generation to client onboarding and the tools needed to optimize and maintain this workflow.

Key Takeaways:

1. Identify Your Target Client: Start by defining your ideal client and their journey from inquiry to onboarding.

2. Streamline the Sales Process: Use CRM tools like HoneyBook or Dubsado to manage contracts, invoices, and client communication.

3. Document and Optimize: Record your processes, organize them into SOPs, and regularly review to improve efficiency.

Timestamps

0:00 intro

0:25 Critical Client Flow

2:13 SYSTEMology 7-step plan

4:03 example SOP template

Mentioned

• Read full post and full transcript

• Watch on YouTube

• Book: SYSTEMology

• Book summary

• 5 Essential SOPs Every Business Needs

• Ultimate list of tools for freelancers

Related

• Traction

• What Processes Should You Document First

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Learn more about Marjy and Brief Gems at msguery.net/podcast.