Artwork for podcast Systems Saved Me®
Brandi Bernoskie; Streamline Your Client Onboarding
11th July 2016 • Systems Saved Me® • Jordan Gill
00:00:00 00:25:01

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This episode is brought to you by Personalized Procedures. 


Today, I’m discussing client intake/onboarding processes. My guest is Brandi Bernoskie from Alchemy + Aim. She and I discuss how she improved her client intake system and how it increased the productivity of her business. 


If you’re a visual learner and want to see how to incorporate this system for yourself, grab your Action Sheet for this episode! You will also get the transcription and notifications about future episodes. 




  • (03:38) Steps Brandi took to create a better client intake system 
  • (07:40) E-mail automation programs 
  • (10:35) Brandi’s best financial investment for her business 
  • (15:05) Brandi’s worst financial investment for her business 
  • (18:12) Onboarding teams with the Kolbe Method 


Quote of the Week: 


“I’m inclined to improv.” -Brandi Bernoskie 




Episode Link 



Alchemy+Aim LinkedIn 

A+A Instagram 

Brandi’s Twitter 

Kolbe Method 


Guest Stats: 


[Bio provided by guest] 

Alchemy + Aim Homepage 

A+A Facebook 

Brandi’s Instagram 

[What’s new in her world] 





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