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go hi everybody its Heather today were going to be talking about onboarding clients what that means is when a client calls in and they want your service its very important to get to capture the most information that you can on that initial phone call first impressions are everything and how you talk to a client I know different things work for different companies for myself its worked the face-to-face contact but you still need to take all of that information and get them to want to meet with you at the time that they call so heres a little forum that has worked well very well for us we print this out and it goes on a very bright yellow piece of paper so we know that any bright piece of paper laying on a desk thats a new client intake sheet so when a client calls you want to try to get as much information you know out of them as you can and sometimes youll have people who are just calling around chopping price Ive been doing this for a long time I kind of get a good feel for peo
