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Realize Meetup - Client DisEngagement Part Two

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Swiping Right - Client DisEngagement Part Two

A mastermind session, in Jason Staats’s Realize Community, on building a streamlined, kick-ass disengagement process.

This month we break up!

How to disengage clients gracefully and make room for higher value engagements.

Join me for a monthly masterclass on the lifecycle of a client engagement, re-engagement and dis-engagement. From discovery & booking, clear through to re-engagement (and dis-engagement), learn what dating a client looks like in 2023 in a series I’ve developed just for Realize.

In this masterclass, we will cover part two of crafting a process for gracefully disengaging your not-so-ideal client through surveying satisfaction & quoting, and engagement.

This is a Realize Community event series. You must be a member to participate.

I highly recommend you join Jason Staats's amazing group - you will love it there!

 

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The Unique CPA Confernce - Bridging The Gap

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September 13

Tech-Driven Accounting: Blueprint for Accounting Success