Training Videos

Index Card Method (Revisited)

Setting Communication Guidelines

Welcome Packets

Magic Phrase to Build Confidence

Communicating Your Availability

Let’s Talk Legal

Creating a Dog Park

Offboarding Client Processes

Downloads

Client Management: Post-Assessment

Resources

1. DUBSADO: 
   • Krystal Clark is the expert on Dubsado. She shares her knowledge as a guest on these podcast episodes – 
     1. ‎The Strategy Hour Podcast: Online Business | Blogging | Productivity – with Think Creative Collective: 463: Simplifying Workflows and Automating Your Business Using Dubsado with Krystal Clark on Apple Podcasts
     2. Creating processes and workflows with Krystal Clark
2. EDITABLE TEMPLATES: 
   • Don’t let your lack of design skills hold you back. There are lots of editable templates out there for things like Welcome Packages that you can grab at a low cost. Here’s one example: https://www.etsy.com/listing/677339029/client-welcome-packet-client-onboarding?gpla=1&gao=1&&utm_source=google&utm_medium=cpc&utm_campaign=shopping_us_a-paper_and_party_supplies-paper-stationery-design_and_templates-templates&utm_custom1=_k_Cj0KCQiA7qP9BRCLARIsABDaZzgVHX4f8bEX15H5GlM5IpBjbR–tCRWHUk4aIid8j3ikoHlfQuce68aAjPJEALw_wcB_k_&utm_content=go_304502435_51195657348_196665778733_pla-315907316571_c__677339029_12768591&utm_custom2=304502435&gclid=Cj0KCQiA7qP9BRCLARIsABDaZzgVHX4f8bEX15H5GlM5IpBjbR–tCRWHUk4aIid8j3ikoHlfQuce68aAjPJEALw_wcB

3. CONTRACTS:
   • https://thecontractshop.com/: Search “contract shop” on google to find a coupon code that might still be active!
   • https://awbfirm.com/collections/all: Autumn is an excellent lawyer with many contract templates you can purchase, but her podcast is also a source of good information if you’re looking to learn more