I am so excited to welcome you onboard and support you on your journey to discover space and time freedom.
Below is outlined what happens next and how we are going to start working together.
Making sure we have all the information is key.
It would be fabulous if you could please complete the below new client onboarding form.
Once we have all the information you will receive your client agreement for your review and signature.
This is all online so easy to complete at a click of a button.
If you have any question just let me know.
This is the exciting bit
We have already booked in our sessions.
Check your e-mail with confirmation of times and you also will receive a calendar invitation with the zoom link.
I understand that sometimes life happens and you are unable to make one of our times. All I ask is where possible to provide 24hr notice. Please note that currently my available times are limited so we may need to move this session after your final scheduled time.
Your package includes access to Nicole via chat between your online sessions. To facilitate this you will will be granted access to your own private dashboard in ClickUp. This is a space for communication, actionable items and all the information you need.
During our first session we will discuss what access we will be needed for our our time together.
Sharing access? My preference is to use LastPass.
You will receive an invoice for 50% of your total package - due prior to commencement.
The remainder will be invoiced half way through of the agreed package.
Please note some packages require full payment upfront before we commence our session.
See you in our first session really soon.
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GigSuper is a superannuation fund built on the simple philosophy that you shouldn’t need to be a finance expert to do super properly when you’re self-employed. They understand that super is a reflection of how well you do in your business. So they have a holistic approach to business and finance – giving you business-building resources – to make the most of every step on your self-employed journey. Find out more about my/our partnership with GigSuper HERE.