Tools · Checklist
Taking on a new client
Twenty-two things happen between somebody asking about your work and the end of their first session, and this list has them in the order they come. Tick them off here, or print it and keep it by the desk.
Your ticks aren’t saved or sent anywhere. Close the page and they’re gone.
Before they say yes
A quick reply and a price said out loud do most of the work here.
When they say yes
Settle all of this before the first session.
Before the first session
Five minutes here make the first hour better.
After the first session
This is where the second booking comes from.
Six of these happen on their own
Offering times, the agreement, the payment, the confirmation in their own time zone, the reminder the day before and the invoice all live on one page, and the client takes care of them there.
How it works →© WorkWith. This is yours to use in your own practice, edit as you like and hand to your clients. Please don’t resell it or share the file itself; send people to workwith.page/tools instead.