Consultant Workflow

All the time I get questions about how do I know what's the right way to setup my workflow for clients?  Trust it's not that hard but you do have to have a process.  So below this post you're going to see a link to my consultant workflow document.  It's free to download with no opt-in required.  Just let me know what you think about it and if it helps you.

Consulting Sales Workflow


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A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring.