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Lesson 8: Consultation Process

Process Maps

Done For You Package Overview

Consultation Process

Followup Process

Intake Forms

Acuity Intake Form Questions (this is a link to my scheduling page so you can copy my intake questions)

Done For You Client Workbook

Email Templates

Consultation, Followup and Project Kickoff Email Templates

Contract

Contract Template (use at your own risk – I highly recommend you have this reviewed by an attorney before you use it – I am not liable for any damages if you use this contract without having it reviewed by your own legal counsel.)

Tools

Acuity Scheduling*

Infusionsoft*

HelloSign

Asana

Google Docs

Dropbox

Office Hours