Client Management & Termination

$350.00 $297.00

What if you could expedite the process and the ease of onboarding a new client by reducing the back-and-forth and creating a smooth experience that Wow’s them from the very beginning?



  • Onboard new clients systematically so they have all the information they need for a smooth experience and are thrilled to work with you right off the bat!
  • Establish clear boundaries so you aren’t up until 9pm answering emails and rushing to complete projects by next business day.
  • Create client champions so they keep coming back for more and reduce the need to constantly hunt for prospects, as you find yourself with a constant stream of referrals who are already hooked and know you can solve their problems.
  • Terminate a project and clients that are no longer working so you can focus on doing the work that makes you happy.

Everything you need

  • Screening prospects
  • Building a referral machine
  • Onboarding clients
  • Template for managing expectations and setting boundaries
  • Client offboarding and termination