Kathryn E.H. Rimstidt Client Journey

[Kathryn Rimstidt]

So, I don’t really have a “client journey” at this point (as noted in the attachment), so I used a variation of the hecp one.  I presume once I get the webinar section going I will set this stuff up.

 

Right now it’s more of using LinkedIn or another resource to connect with a potential client (step 1), having a connecting call (step 2), and setting a follow-up call up or not depending on the interest/match (step 3), and then onboarding a new client or follow-up (step 4).

 

Thanks!,
Kathryn

Attachments:

You must be logged in to access attached files.

[n d]

Thank you, @kathryn-rimstidt!

Tagging @tony-liddic to take a look 🙂

[Tony Liddic]

Looks good @kathryn-rimstidt !

[Kathryn Rimstidt]

Thanks!

 

With deep love and appreciation,
Kathryn

[Author]

Posts