From Enquiry To Client In 7 Days

  • 1
    Create Your Business Policies
    • Writing Your Business Policies
    • Client Guide Template
    • Creating Your Client Guide
  • 2
    Pre-qualifying a prospect
    • From Enquiry To Client - Introduction
    • The Pre-Consultation Process
    • The Pre-Consultation Process
  • 3
    Confident Consultations
    • Conducting The Consultation
    • Consultation Crib Sheet
    • Where Do My Services Fit
  • 4
    Creating Your Proposal
    • Creating Your Client Proposals
    • Client Proposal Example
    • Meeting Summary and Next Steps Example
    • Client Proposal Template
  • 5
    Setting Up Your Enquiry Systems
    • Creating Your Google Form and Canned Responses
    • Email Templates (Canned Responses)
    • Discovery Questionnaire Questions
    • Getting Started With Hubspot
  • 6
    The Process In Action!
    • Hubspot and The Enquiry Process
  • 7
    Client Onboarding
    • Onboarding Your Clients
    • Client Onboarding Email Templates(Canned Responses)
    • Example Ts & Cs
    • Client Guide Template

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Why not go the whole hog

With 35 videos, 30 downloadable templates and 8 questionnaires you complete the WHOLE programme at your own pace.

About The Creator

  • Louise Lee

    Administrative Consultant

    Louise Lee

    I'm an accredited Private Secretary with a passion for technology and since 1991 I've been helping businesses improve the way they do things, administratively. In 2010 I set up Saunders & Lee and discovered that the learning curve of starting a business is huge! I spent a lot of time researching and a lot of time learning. There's so much information available and it's often difficult to see how it relates to your business. Particularly when you don't think you have a niche service. I've been in the same situation and that's why this programme walks you through the nuts and bolts of setting up a business as well as how to package and price your services and products. This programme is Saunders & Lee and it contains everything I've learned since 2010.