Transaction Coordinator Client Onboarding Bundle
The TC Onboarding bundle makes it easy to nail a discovery call and assure you're working with your dream client.
You'll know exactly what questions to ask when you're on the call, emails to follow up if they don't commit right away, and a beautiful Canva template to impress when you share your policies, services, and procedures with your new clients.
THE ONBOARDING BUNDLE INCLUDES:
✅ Client Discovery Call:
- Discovery calls Plan of Action. Everything you need to know BEFORE you get on the call with a potential client.
- Discovery calls Cheatsheet. What are the best questions to ask and the reasons behind why you're asking them? Now you'll know!
- Discovery call Worksheet to take all the information down from your call.
✅ Email Follow-Up Nurture Sequence:
Pre-written customizable email templates will make it a breeze to follow up and keep in touch so you can convert your leads.
✅ Canva mock Template for your TC Policies, Procedures, & Pricing:
You never have to start with a blank slate! Beautiful Canva template full of content you can customize for your business and use as your own.
Grab the TC Onboarding bundle today!