005:
acquiring + retaining clients
Whether you’ve decided to open an LLC or go with a Sole-Proprietorship, you’re going to want to stay as organized as possible with your financial transactions.
I can’t stress this enough — keep your personal and business expenses separate.
You will save yourself and/or your accountant so much time and energy if you can stay organized.
waivers
In the podcast ep. 008, I strongly recommend that you wait to open a business credit card until you’ve gotten the full picture of what your in flow/out flow of funds will look like for your business — give it maybe 6 months.
liability waiver
$200 sign up bonus — deposit $1000 within 20 days of opening account, maintain the $1000 balance for 60 days + complete 5 transactions within 60 days
$0 first deposit minimum
$15 monthly fee ($12 monthly fee if opt-in for paperless statements) — unless minimum balance of $1500
Chase has over 5000 branches. You are able to deposit cash into your business checking account at one of these physical locations.
Free ATM withdrawals at any of the 16,000 Chase ATMs
You’re limited to 100 monthly transactions, then you would be charged .40 cents for every additional transaction.
Chase allows $5000 in cash deposits per month — anything above that will incur a fee.
Chase charges a standard wiring fee for international and domestic wire transfers
best if you can keep a minimum balance of $1500 + need to deposit cash
cancellation policy
$200 sign up bonus — deposit $1000 within 20 days of opening account, maintain the $1000 balance for 60 days + complete 5 transactions within 60 days
$0 first deposit minimum
$15 monthly fee ($12 monthly fee if opt-in for paperless statements) — unless minimum balance of $1500
Chase has over 5000 branches. You are able to deposit cash into your business checking account at one of these physical locations.
Free ATM withdrawals at any of the 16,000 Chase ATMs
You’re limited to 100 monthly transactions, then you would be charged .40 cents for every additional transaction.
Chase allows $5000 in cash deposits per month — anything above that will incur a fee.
Chase charges a standard wiring fee for international and domestic wire transfers
best if you can keep a minimum balance of $1500 + need to deposit cash
par-q + intake
$200 sign up bonus — deposit $1000 within 20 days of opening account, maintain the $1000 balance for 60 days + complete 5 transactions within 60 days
$0 first deposit minimum
$15 monthly fee ($12 monthly fee if opt-in for paperless statements) — unless minimum balance of $1500
Chase has over 5000 branches. You are able to deposit cash into your business checking account at one of these physical locations.
Free ATM withdrawals at any of the 16,000 Chase ATMs
You’re limited to 100 monthly transactions, then you would be charged .40 cents for every additional transaction.
Chase allows $5000 in cash deposits per month — anything above that will incur a fee.
Chase charges a standard wiring fee for international and domestic wire transfers
best if you can keep a minimum balance of $1500 + need to deposit cash
medical history
$200 sign up bonus — deposit $1000 within 20 days of opening account, maintain the $1000 balance for 60 days + complete 5 transactions within 60 days
$0 first deposit minimum
$15 monthly fee ($12 monthly fee if opt-in for paperless statements) — unless minimum balance of $1500
Chase has over 5000 branches. You are able to deposit cash into your business checking account at one of these physical locations.
Free ATM withdrawals at any of the 16,000 Chase ATMs
You’re limited to 100 monthly transactions, then you would be charged .40 cents for every additional transaction.
Chase allows $5000 in cash deposits per month — anything above that will incur a fee.
Chase charges a standard wiring fee for international and domestic wire transfers
best if you can keep a minimum balance of $1500 + need to deposit cash
scheduling + Payment
In the podcast ep. 008, I strongly recommend that you wait to open a business credit card until you’ve gotten the full picture of what your in flow/out flow of funds will look like for your business — give it maybe 6 months.
Cancelling + Rescheduling Sessions
Accessibility
setting expectations
What you expect from clients
What clients can expect from you
easy transition
acquiring new clients
In the podcast ep. 008, I strongly recommend that you wait to open a business credit card until you’ve gotten the full picture of what your in flow/out flow of funds will look like for your business — give it maybe 6 months.
asking for reviews
ff
asking for referrals
ff
offering complimentary training
ff
advertising your services
In the podcast ep. 008, I strongly recommend that you wait to open a business credit card until you’ve gotten the full picture of what your in flow/out flow of funds will look like for your business — give it maybe 6 months.
forming a professional team
Let’s talk about how you’re going to get paid (finally!).
Now that you’re breaking away from the corporate setting, you’re going to be making more (or at least keeping more of the fee you’re charging) — but this also means that YOU need to be the one doing the invoicing to make that happen.
