Many professionals put enormous energy into winning a new client. And then they wing what comes next. The first 90 days of a client relationship set the foundation for everything that follows. I want to share the framework I use, because I think it is genuinely one of the most overlooked areas in the helping industry. Before the first working meeting, send a welcome pack. A personalised welcome letter, your working agreement in plain English, a short questionnaire about goals, and clear next steps. It signals professionalism before you have even sat down together. At the first meeting, cover what I call the soft contract alongside the hard one. The hard contract is what you are doing. The soft contract is how you are going to do it. How will you communicate? What does success look like? What might get in the way? Break the 90 days into 30-day segments with shared objectives. Document every win. And build trust deliberately, through consistent action, not passively through good intentions. I made the mistake early in my career of assuming trust would build naturally. It does not. It is built deliberately. The 90-day review is not an ending. It is a beginning. I am curious how structured your first 90 days currently are. Tell me which fits best: a) I have a clear onboarding process and it works well b) I do some of this but it is not consistent across every client c) I mostly wing it after the contract is signed and I know it costs me d) I am just starting out and I want to build this in from the beginning Drop your letter below.

Just joined the community, still finding my feet here but really looking forward to connecting. I’m currently focused on growing myself and exploring better ways to build income streams and create real value. One thing I’m big on is learning from people who are actually doing it, not just talking about it. Would love to know, what’s been the biggest shift that helped you start charging more or attracting better clients? Looking forward to learning and connecting with you all.

If you missed the live session today delivered by @Peter Thomson and @Darryl James , or you’d like to watch it again, the REPLAY is now available, but only for the next 48 hours. Here are just some of the comments from the live session: “mind blowing”, “very useful”, “brilliant information”, “full of golden nuggets”, and “magic every time” Watch the replay here: https://www.peterthomson.com/replay-wake-up In this one-hour session, Peter & Darryl show you how to: - Attract better-fit enquiries rather than simply more leads - Sharpen your message so the right people respond faster - Stand out in a noisy marketplace - Use AI in a way that creates value rather than bland, generic slop The combination of Darryl's practical AI and Peter's persuasive business development is exactly what makes this session so valuable. Watch the replay now: https://www.peterthomson.com/replay-wake-up The replay will only be available for 48 hours. Go on then. P.S. At the end, you’ll also hear about our 3-week live deep-dive programme, starting on 30th April.

Join us live here, inside our Skool community for an Ask Us Anything Q&A session. Bring your questions on marketing, AI, sales, clients, offers, webinars, copywriting, and business growth and get practical answers you can use straight away. https://www.skool.com/live/bMkgJRtdtKj

Join @Darryl James @Rachel Groves and me live here tomorrow at 1:00 pm (BST/UK time) for an 'Ask Us Anything Q&A session'. Bring your questions on marketing, AI, sales, clients, offers, webinars, copywriting, and business growth and get practical answers you can use straight away. Or if you prefer, drop your questions below and we will answer them live in the call. You'll see all the details in the 'calendar' tab I'm looking forward to it! Peter