Client Experience
Onboarding Fulfilment Staff
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Coaches Contract with the Business (2:17)
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How to Create Work Emails For Company (1:00)
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How to Remove Somebody From Work Email (0:24)
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First Email (After Payment is Received)
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Second Email Template (After Program is Created)
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Setting Up Google Forms (2:34)
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Check -In Form Template
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Questionnaire Form Template
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Creating Onboarding Video for New Staff and What To Cover (2:31)
Setting Up Your CRM
Contract
Onboarding Process for Clients
Applications
Creating Community
Payment Processors
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Stripe (4:28)
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How To Set Up Recurring (2:31)
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How To Schedule/Set Up a Single Invoice (1:00)
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How to Send the Direct Invoice Link (0:41)
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How To Send Reminders On Overdue Invoices (0:35)
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How To Issue Refunds (0:43)
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How To Clear Refunds So They Don't Show As "Overdue" (1:47)
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Adding & Removing Staff On The Account (WAVE) (0:38)
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Utilizing Customer Support (0:52)
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How To Handle A Customer Dispute (1:31)
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How To Create Check Out Links (1:46)
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How to End a Recurring Invoice (Wave) (0:48)
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How to Create Reoccurring in PayPal (1:15)
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How to Stop a Reoccurring Payment in PayPal (0:44)
Handling Customer Expreience
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Customer Email Templates (2:16)
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If They Don't Sign Their Contract
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If Their Invoice Is Overdue
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If Their Invoice is Severely Overdue (more than 1 week)
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What To Do When They Renew (2:18)
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What To Do If They Don't Renew (1:39)
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Termination Of Contract Email
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Proper Communication With Customer Over Discrepancies
Daily Checklist for Back End Optimization
