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Heather discusses the importance of onboarding clients by capturing as much information as possible during the initial phone call. First impressions are key, and it is important to make the client want to meet with you at that time. She recommends using a client intake sheet, printed on a bright yellow piece of paper, to gather information efficiently. It is important to differentiate serious clients from those just shopping around for prices. Heather's preferred method is face-to-face contact, but different approaches may work for different companies.
