Burbank/Pasadena/Glendale Group (Members Only)

  • Sunday, May 21, 2023
  • 10:00 AM - 11:30 AM

West Valley
Burbank/Pasadena/Glendale Group Meeting

When:

Sunday, May 21, 2023
10 am - 11:30 am PST


Where:

Beth's House


Please RSVP with Beth Penn at

beth@bneatobar.com


Topic: 

Client intake, retention and follow-up

Please come prepared to talk about how we interact with our clients (outside of the organizing part of our work). How do you keep client info organized? Do you invoice by hand or Quickbooks? How do you stay in your clients' lives? Are you always in touch or keep a distance, letting them check in when they need something?


Client Intake (apps / systems / networking / contracts)
Retention (pricing / extras / why your business)
Follow-up (check ins / newsletter / client perks)



854 E Geen St
Pasadena, C


A 91101


 



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