The first step in working with a client is to have a Discovery Call. During this call, I am able to learn what the clients needs and goals are and if there is a plan in place. This let's me know if we should take the next step, the Diagnostic Review. Also during this call, I will hear from the client what their pain points are. There will be areas in their business where they have little to no support, knowledge or training to accomplish a goal. For example, If my client was overwhelmed with phone calls and scheduling, I would recommend Jennifer Parlier at Management Virtually Powered. If it was web site design or SEO, that would be Ryan Williams with Websuasion. Most recently, a client wanted to change to a seasoned tax strategist from an accountant and I sent them to Yvette Best with Best Accounting. If I can assist my client in other areas of their business and help them be more successful by sending them to my referral partners, I will be successful as well from their referral they send me.