Susan Finch and Lany Sullivan plunge into the muck of a crucial but often overlooked aspect of business operations: the client intake process. Coming fresh from their previous episode on intellectual property, they explore how even successful businesses like Susan's (with 20 years of experience) can benefit from implementing structured intake systems.
Whether you've been in business for six months or two decades, this episode reveals why having a clear, systematic approach to onboarding clients isn't just about organization – it's about increasing revenue, saving time, and working with clients who bring you joy. You'll learn practical tips for creating effective intake forms, structuring service packages, and avoiding common pitfalls that lead to scope creep and revenue loss. If you're tired of "winging it" with clients or want to streamline your business processes, this conversation offers actionable insights to transform your client onboarding experience.
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