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Realize Meetup - Client Re-Engagement

  • https://rlz.io/ Ontario Canada (map)

Swiping Right - Client Re-Engagement

A masterclass, in Jason Staats’s Realize Community, on building a streamlined, kick-ass engagement process.

This month we stay married!

How to re-engage clients for harmonious, higher engagements.

Join me for a monthly masterclass on the lifecycle of a client 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 crafting a process for retaining your 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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Financial Cents - Scaling New Heights AMA

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July 19

App Pack Series - How to Set Up end-to-end Automation for Your Firm and Scale Faster