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Full Name
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How do you onboard new clients?
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How do you onboard new clients?
A
I manually gather info over email and messages
B
I use a form, but still follow up manually
C
I use an automated onboarding system
How do you handle check-ins or client updates?
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How do you handle check-ins or client updates?
A
I chase them down or wait for updates
B
They send updates, but I log them manually
C
I use an automated check-in form/log
How do clients book time with you?
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How do clients book time with you?
A
They message me directly and we go back and forth
B
I use a calendar link but still confirm manually
C
I use a full booking system with confirmations/reminders
Do you send follow-up or reminder emails?
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Do you send follow-up or reminder emails?
A
I send them all manually
B
I use templates but send them myself
C
I have email automations set up
How do you track client progress?
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How do you track client progress?
A
It’s all in my head or in random notes
B
I have a spreadsheet or log I update
C
I use a progress tracking system with visuals
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