Capstone
Capstone: the whole client relationship, from first call to closing letter
The capstone brings the course together. First, a checklist that follows a client from enquiry to the closing letter. Then a full practice meeting that tests nearly everything at once: a frightened client, a language barrier, a family member, a question about what you can promise and a decision about what to say.
Module 1 of this course is free, and this is not it. Unlock the whole course below, or go back to the course page.
Two Ways In
Introductory PriceThe Client Conversation: buy it on its own, or get it with All-Access
Unlock all of The Client Conversation on its own with a one-time purchase, or get it as part of an All-Access Membership, which also covers every course and the other paid tools. A member never needs to buy it separately.
This is an early, introductory price for a brand-new product — it’s expected to rise as we add more content. Buy now and it’s yours at today’s rate, forever.
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All-Access is $19.99 a month or $149 a year, and covers every course and most tools, this one included. Create a free account to subscribe.
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See what is included in All-Access →General education on client relationships, using invented people and matters. It is not legal advice, and professional rules on fees, confidentiality, conflicts and capacity differ from country to country; check those that apply to you.
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