Are you tired of taking on clients that aren't the right fit for your firm? Or, priced your services too low?
In this session, we'll explore how to revamp your onboarding process to engage quality clients who align with your firm's culture and avoid under-charging for your services.

You'll learn how to move beyond the "any client is a good client" mindset and build a roster of clients who truly benefit from your expertise. We’ll cover techniques to refine your client intake process, increase project fees, and set clear expectations that align with both your firm's goals and your clients' needs.

By the end of this session, you'll have a roadmap for transforming your onboarding process, helping you build stronger client relationships and highlight your firm’s value.

Whether you're a solo practitioner or managing a larger firm, these strategies will help you to successfully engage quality clients and increase your revenues.

Join us to discover how a well-structured onboarding process can be the key to your firm’s growth and success.