Small win at a coffee shop in Portland changed my onboarding process

I was grabbing a latte at this spot called Proud Mary last Thursday, and I overheard two agency owners talking about how they use a simple checklist doc for new clients. I'd been winging it with emails and phone calls for months, so I tried their method on my next $2,000 retainer client. It cut my back-and-forth time by about 40% and the client actually thanked me for being organized. Has anyone else found a weird place where they picked up a game changer like that?

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