I’m SO glad that you asked! That’s a great question, and someone else might want to know the answer too! I developed a relatively simple step-by-step process that gets this job done–and done well–for both the client and myself:
First up is first contact! And this usually happens by someone either submitting my Contact Form, or by scheduling a free, no-obligation Discovery Call consultation with me. From there, that person has the option to indicate a further interest in how my services may benefit their specific business needs. I’ll gladly analyze their setup, audit it, make suggestions, and ask and answer plenty of questions about all of the possibilities. Whenever (IF ever) the inquiring person becomes ready to achieve those possibilities, I’ll draw up a nice, little Proposal for them to review–which is just a rough draft plan of how I can best implement solutions for them–it’s not an Agreement, and no signatures are involved. And that Proposal is revised and re-worked until it is stated and fits perfectly! The client will then say “I Do” to the Proposal 😂 (lame) and I’ll proceed with my ✨Client Onboarding✨ process, which just officially welcomes that client into my business, and shows them all about how we both will be working together soon. Once all of the Onboarding steps are taken, that client and I finally enter into a status of “active project”–which is the very beginning of our “REAL” work together!