So your client has signed on and the appointment is in the books. Now what? Discover how to prepare, what to have on hand, and how to anticipate next steps as you navigate through each client appointment from start to finish.


  • What to do at the consultation

  • What to include in a proposal

  • What to bring to an appointment

  • How to communicate with your client

  • And much, much more…

I remember hanging up the phone after booking my first in-person client consultation. Obviously I was thrilled, but it was almost immediate when the nerves set in. What if the client totally sees through my “fake it ’til you make it” approach and didn’t think I was worthy of their investment to book actual appointments? Most importantly, what do I even ask at the consultation to make sure I know what I’m getting myself into? Over the years I’ve created a method for how to conduct my initial calls, consultations, and appointments in order to ensure not only a smooth process, but a satisfied client. Now, before, during, and after every appointment I’m prepared for whatever situation and scenario comes up (trust me, I’ve seen it all!).

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