Day 6/30: Oversharing about my consulting biz

@itspaulagorman

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Why it worked

The video provides valuable, actionable advice on client onboarding for consultants, a niche audience. It breaks down complex processes into digestible steps, using on-screen text to reinforce key points and a soft-sell approach by offering a resource for further help.

Summary

The video outlines a consultant's client onboarding process, emphasizing the importance of a signed contract before starting work. It details key steps like administrative setup, communication rules, system access, stakeholder mapping, meeting cadences, and defining success metrics.

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Original caption

How I onboard consulting clients. The only rule is don’t start without a signed contract! If you need a template @DraxtonLaw | Brand Counsel has one. #clientonboarding #independentconsultant