There’s a reason you sometimes engage the wrong client or undercharge for your services. It’s a sign that your firm’s onboarding system requires attention.

Quickly engaging new clients is a common practice. However, bringing on the wrong client or under-estimating the scope eventually becomes a costly mistake.

A rushed process leads to increased frustration, a more complex project than expected and a lower profit margin. As a result, you tolerate less than ideal circumstances.

It’s possible to correct these concerns. With a streamlined system, you identify potential red flags early in the onboarding process.

If you’re ready to accurately assess project scope and fill your firm with quality clients, then this session is for you.