Assessments and Price Estimates for Your Work with Your Client
ByCreated Heidi Johnson (09-27-2023)
Figure out how to accurately assess new clients and create a strong, billable contract with them.
Assessments and Price Estimates for Your Work with Your Clients
ByCreated Karen Balerna (08-14-2022)
Great advice on what to include in assessment and invoice
So much practical, useful information here!
ByCreated Virginia Remeny (05-10-2023)
Trisha does an amazing job covering these complicated topics. I love all of her examples and specific guidance!
Assessments and Price Estimates for Your Work with Your Client
ByCreated Jeannine Guion (04-24-2023)
Very thorough and clear presentation. Filled with useful information and downloads
Good resource
ByCreated Carol Edvin (04-02-2023)
Helpful and provides good downloadable forms and resources which are practical and useful
Assessments and Price Estimates for Your Work with Your Client
ByCreated Nicole Hope (10-31-2022)
Informative and easy to understand!
Learned alot
ByCreated Lisa Lester (10-26-2022)
Great information
Assessments and Price Estimates
ByCreated Carey Lemmons (10-21-2022)
Good information to build assessment and deliverable
Assessments and Price Estimates
ByCreated Sheldon Britt (03-24-2022)
Information presented sets forth the true tasks to be completed, building trust and properly representing our company as well as our client.
Overcoming Objections
ByCreated Pamela Edmonds (03-19-2022)
Excellent Examples and Forms
Assessments and Pricing
ByCreated Michelle Chase (07-30-2022)
Good information and examples!
Exactly what was promised in course
ByCreated Diahanna Vallentine (06-26-2022)
Completely valuable with resources and downloads
Assessments and Price Estimates
ByCreated Laurie Pereira (06-23-2022)
Good info
Assessments & Price Estimates
ByCreated Tiffany Matthews (06-18-2022)
Top notch again!
Assessments and Price Estimates
ByCreated lisajc2pers (06-15-2022)
great info
Price Estimates
ByCreated Amanda DiGiovanni (05-19-2022)
This is a good basic review for people who are just starting their own business.
Great Recommendations
ByCreated Melissa Major (05-14-2022)
The recommendations for this course was spot on!
Says what it is!
ByCreated Jeanne Friedman (04-21-2022)
Very helpful to improve completion of client assessment.
assessments and price estimates
ByCreated Jeanmarie Mitchell (06-12-2021)
basic
Assessments and Price Estimates – Course Review
ByCreated Kay Godfrey (06-30-2022)
Enjoyed this course. Quite helpful.
Keep outdoing yourself
ByCreated Melanie Parks (03-12-2022)
This lessons could not be better!
Assesments and Price Estimates
ByCreated Kay Kelly (03-09-2022)
Super informative and eye opening!
Best Practices in Independent advocacy
ByCreated Dana Hutson (02-20-2022)
appropriate and relevant
Excellent advice!
ByCreated Christie Cox (02-17-2022)
Love the practical approach.
Assessments and Price Estimates for Your Work with Your Client
ByCreated Nancy Keller (02-15-2022)
Excellent
Simple beginning
ByCreated Nancy Taylor (01-23-2022)
This course takes the difficulty out of creating an assessment and I love that it has sample documents to follow.
Assessments and Price Estimates
ByCreated Jill Andreoni (01-12-2022)
Clear and comprehensive
Incredibly Helpful
ByCreated Kenneth Klein (01-05-2022)
The course flowed —narrator joined topics together after setting context. Contains valuable suggestions to incorporate in any advocacy practice.Thank you Trisha!
Great
ByCreated Chasity Appleton (11-04-2021)
Great introduction, I was eager to learn more.
very informative
ByCreated Tamara Green (10-29-2021)
very helpful content regarding assessments for clients
Comprehensive and a Great Guide!
ByCreated Sylvia Reisman Glover (10-26-2021)
I thoroughly enjoyed this course! My background is relationship building/consultative sales and this course ( including the sample templates) will be a fabulous resource for me as I am setting up my new practice and processes.
Assessment and price estimates
ByCreated andrea davidson (10-13-2021)
I feel more confident now that I learned how to do the assessment and price estimates. Great information that was well explained step by step.
Assessment & Price Estimates
ByCreated Tara Knutson (10-13-2021)
Lots of great info and helpful sample forms.
Great Class
ByCreated Jeff Byars (08-15-2021)
Great content with lots of information.
Assessments and Price Estimates for Your Work with Your Client
ByCreated Barbara Gaynor (08-01-2021)
Very informative.
Full of Information
ByCreated Linda Stern (06-24-2021)
This is a wonderful course that is full of information. I want to memorize every word. Thanks Trisha!
Great information to help start your business!
ByCreated AIMEE STOOPLER (06-21-2021)
very thorough-
Thank you
ByCreated Ria Pattison (04-24-2022)
The course was very informative.
Assessments and Price Estimates for Your Work with Your Clients
ByCreated Linda Sample (08-22-2023)
The content was very helpful and I appreciate the template for the client assessment.
Title should be Assessments and Analysis/Cost estimate documentation
ByCreated Lee-Ann Gordon (09-03-2020)
It is a little deceiving when price estimate is really referring to the documentation of such not the actual act. (It is noted within the course that pricing is covered in a different course.) Beside that, the course provided a comprehensive understanding of the tasks and tools needed to complete an assessment and analysis/cost estimate.
Assessments and Price Estimates for Your Work with Your Client
ByCreated Bruce Appel (02-01-2021)
Content was informative.
Assessments and Cost Estimate
ByCreated Alyx Banyan (01-01-1970)
Very helpful and a great place to begin! Helped ease my uncertainty prior to an initial assessment.
101 FINANCIAL BASICS
ByCreated ERVENA WASHINGTON (03-30-2021)
BUDGETING,CASH FLOW,CAPITILIZATION,UNDERSTANDING THE ALLEGIANCE FACTOR
Assessments and Price Estimates
ByCreated Heidi Choiniere (03-13-2021)
Great steps!
Assessments and Price Estimates for Your Work with Your Client (
ByCreated Leslie Heller (03-01-2021)
Terrific samples/resources
Assessments and Price Estimates for Your Work with Your Client
ByCreated Kathy Ross (03-01-2021)
very thorough
Assessments/Estimates
ByCreated Jennifer Vollrath-Grosam (02-25-2021)
This helps to put everything all together!
Assessment
ByCreated Bridget Stipanovich (02-24-2021)
Great info
Good tools of practice
ByCreated Denise Palenzona (01-26-2021)
Content was practical and well explained.
Helpful and Informative
ByCreated Kira King (05-10-2021)
Helps to figure out the price of your time, and how to manage it.
Assessment and Estimates
ByCreated Della Gray (05-07-2020)
These courses are great
Assessment
ByCreated MyraKatz (04-07-2020)
very relevant, especially the downloads
Helpful!
ByCreated stacycaresok (04-01-2020)
Nice to have the parts of the care plan and assessment meeting listed. Great starter to get organized!
Assessments and Price Estimates
ByCreated roseannegeisel (02-06-2020)
It is an excellent nuts and bolts explanation of how to do an assessment and develop an estimate. Along with the downloads, the information enables you to go right out and meet with a prospective client.
Assessment and Price Estimates
ByCreated Kimberly Rowell (02-02-2020)
Great step by step tools!
helpful
ByCreated John Burton (02-02-2020)
great information
Assessment and price estimates
ByCreated Barbara O'Halloran Smith (01-01-1970)
This information was so helpful, particularly how the steps of the assessment outline and organized.
Great Info
ByCreated Jeffrey Byars (01-01-1970)
Lots of great information.
Assessments and Price Estimates
ByCreated Cynthia Johnson (01-01-1970)
Excellent, very helpful!!!
Assessments and Price Estimates
ByCreated Wendy Nawara (05-18-2021)
Well organized.
Very helpful
ByCreated Elena Borrelli (01-01-1970)
The course provided great tools that can easily be implemented into practice.
deliverables
ByCreated Wendy Stanley Jones (04-16-2021)
course how to estimate time, costs, scope of work to be done for the client
Very Helpful Course
ByCreated Karen Vance (01-01-1970)
I learned a lot of useful, practical information.
Perfect Gift
ByCreated Pmiller652 (01-01-1970)
This course is exactly what I needed in order to hit the start button for my advocacy business. It met all of my questions and needs concerning forms- templates etc. Trisha had many helpful hints that overtime I would figure out I am sure but instead she handed them to me as a gift all wrapped up with a bow.
Assessments & Price Estimates – excellent
ByCreated Nancy Kandel (01-01-1970)
explained and outlined nice and easy to follow and understand.
Assessments and Price Estimates for Your Work with Your Client
ByCreated Michelle Crook (01-01-1970)
Excellent course with helpful forms and resources to assist you with these important steps in planning for your advocacy business.
Assessment and Price Estimate
ByCreated Nancy Keller (01-01-1970)
Thorough, instructive, practical
Very Pertinent Information
ByCreated Teresa A Berger (01-01-1970)
Valuable information to have from the outset with first client!
Assessments and Price Estimates
ByCreated Althea Halchuck (01-01-1970)
Excellent guide designed to help a patient advocate assess a potential client and deliver an estimate for services. Templates are included that you can make your own.
ByCreated Cydney Callanan (01-01-1970)
Assessment and price estimates
ByCreated Barbara O'Halloran Smith (01-01-1970)
Assessments and Estimates
ByCreated Lorraine Swedberg (01-01-1970)
Great tips for being successful!
ByCreated Mary Jozwik (01-01-1970)
helpful with the awkward $ aspects
ByCreated heather guidone (01-01-1970)
helps you work through the cost planning estimations
Comprehensive approach to assessment, estimate, plan of care
ByCreated Scott E Fraser (01-01-1970)
This course provides a thorough approach to providing a deliverable report to the client and to the supporting resources and advocate can use, such as software to keep organized!
Very helpful
ByCreated Kimberly Acosta (01-01-1970)
This course is very helpful for those just starting out. Excellent info and includes sample docs that are invaluable.
Very helpful
ByCreated gonyeka (01-01-1970)
This course is a very helpful guide pointing in the right direction on how to provide assessments and cost considerations.
Concise, informative, and relevant
ByCreated Sharondeep Grewall (01-01-1970)
This course is must to new independent patient advocates, and provides the skills and resources needed to initiate a professional assessment.
Assessments and Price Estimates for Your Work with Your Client
ByCreated Heidi Johnson (09-27-2023)
Figure out how to accurately assess new clients and create a strong, billable contract with them.
Assessments and Price Estimates for Your Work with Your Clients
ByCreated Karen Balerna (08-14-2022)
Great advice on what to include in assessment and invoice
So much practical, useful information here!
ByCreated Virginia Remeny (05-10-2023)
Trisha does an amazing job covering these complicated topics. I love all of her examples and specific guidance!
Assessments and Price Estimates for Your Work with Your Client
ByCreated Jeannine Guion (04-24-2023)
Very thorough and clear presentation. Filled with useful information and downloads
Good resource
ByCreated Carol Edvin (04-02-2023)
Helpful and provides good downloadable forms and resources which are practical and useful
Assessments and Price Estimates for Your Work with Your Client
ByCreated Nicole Hope (10-31-2022)
Informative and easy to understand!
Learned alot
ByCreated Lisa Lester (10-26-2022)
Great information
Assessments and Price Estimates
ByCreated Carey Lemmons (10-21-2022)
Good information to build assessment and deliverable
Assessments and Price Estimates
ByCreated Sheldon Britt (03-24-2022)
Information presented sets forth the true tasks to be completed, building trust and properly representing our company as well as our client.
Overcoming Objections
ByCreated Pamela Edmonds (03-19-2022)
Excellent Examples and Forms
Assessments and Pricing
ByCreated Michelle Chase (07-30-2022)
Good information and examples!
Exactly what was promised in course
ByCreated Diahanna Vallentine (06-26-2022)
Completely valuable with resources and downloads
Assessments and Price Estimates
ByCreated Laurie Pereira (06-23-2022)
Good info
Assessments & Price Estimates
ByCreated Tiffany Matthews (06-18-2022)
Top notch again!
Assessments and Price Estimates
ByCreated lisajc2pers (06-15-2022)
great info
Price Estimates
ByCreated Amanda DiGiovanni (05-19-2022)
This is a good basic review for people who are just starting their own business.
Great Recommendations
ByCreated Melissa Major (05-14-2022)
The recommendations for this course was spot on!
Says what it is!
ByCreated Jeanne Friedman (04-21-2022)
Very helpful to improve completion of client assessment.
assessments and price estimates
ByCreated Jeanmarie Mitchell (06-12-2021)
basic
Assessments and Price Estimates – Course Review
ByCreated Kay Godfrey (06-30-2022)
Enjoyed this course. Quite helpful.
Keep outdoing yourself
ByCreated Melanie Parks (03-12-2022)
This lessons could not be better!
Assesments and Price Estimates
ByCreated Kay Kelly (03-09-2022)
Super informative and eye opening!
Best Practices in Independent advocacy
ByCreated Dana Hutson (02-20-2022)
appropriate and relevant
Excellent advice!
ByCreated Christie Cox (02-17-2022)
Love the practical approach.
Assessments and Price Estimates for Your Work with Your Client
ByCreated Nancy Keller (02-15-2022)
Excellent
Simple beginning
ByCreated Nancy Taylor (01-23-2022)
This course takes the difficulty out of creating an assessment and I love that it has sample documents to follow.
Assessments and Price Estimates
ByCreated Jill Andreoni (01-12-2022)
Clear and comprehensive
Incredibly Helpful
ByCreated Kenneth Klein (01-05-2022)
The course flowed —narrator joined topics together after setting context. Contains valuable suggestions to incorporate in any advocacy practice.Thank you Trisha!
Great
ByCreated Chasity Appleton (11-04-2021)
Great introduction, I was eager to learn more.
very informative
ByCreated Tamara Green (10-29-2021)
very helpful content regarding assessments for clients
Comprehensive and a Great Guide!
ByCreated Sylvia Reisman Glover (10-26-2021)
I thoroughly enjoyed this course! My background is relationship building/consultative sales and this course ( including the sample templates) will be a fabulous resource for me as I am setting up my new practice and processes.
Assessment and price estimates
ByCreated andrea davidson (10-13-2021)
I feel more confident now that I learned how to do the assessment and price estimates. Great information that was well explained step by step.
Assessment & Price Estimates
ByCreated Tara Knutson (10-13-2021)
Lots of great info and helpful sample forms.
Great Class
ByCreated Jeff Byars (08-15-2021)
Great content with lots of information.
Assessments and Price Estimates for Your Work with Your Client
ByCreated Barbara Gaynor (08-01-2021)
Very informative.
Full of Information
ByCreated Linda Stern (06-24-2021)
This is a wonderful course that is full of information. I want to memorize every word. Thanks Trisha!
Great information to help start your business!
ByCreated AIMEE STOOPLER (06-21-2021)
very thorough-
Thank you
ByCreated Ria Pattison (04-24-2022)
The course was very informative.
Assessments and Price Estimates for Your Work with Your Clients
ByCreated Linda Sample (08-22-2023)
The content was very helpful and I appreciate the template for the client assessment.
Title should be Assessments and Analysis/Cost estimate documentation
ByCreated Lee-Ann Gordon (09-03-2020)
It is a little deceiving when price estimate is really referring to the documentation of such not the actual act. (It is noted within the course that pricing is covered in a different course.) Beside that, the course provided a comprehensive understanding of the tasks and tools needed to complete an assessment and analysis/cost estimate.
Assessments and Price Estimates for Your Work with Your Client
ByCreated Bruce Appel (02-01-2021)
Content was informative.
Assessments and Cost Estimate
ByCreated Alyx Banyan (01-01-1970)
Very helpful and a great place to begin! Helped ease my uncertainty prior to an initial assessment.
101 FINANCIAL BASICS
ByCreated ERVENA WASHINGTON (03-30-2021)
BUDGETING,CASH FLOW,CAPITILIZATION,UNDERSTANDING THE ALLEGIANCE FACTOR
Assessments and Price Estimates
ByCreated Heidi Choiniere (03-13-2021)
Great steps!
Assessments and Price Estimates for Your Work with Your Client (
ByCreated Leslie Heller (03-01-2021)
Terrific samples/resources
Assessments and Price Estimates for Your Work with Your Client
ByCreated Kathy Ross (03-01-2021)
very thorough
Assessments/Estimates
ByCreated Jennifer Vollrath-Grosam (02-25-2021)
This helps to put everything all together!
Assessment
ByCreated Bridget Stipanovich (02-24-2021)
Great info
Good tools of practice
ByCreated Denise Palenzona (01-26-2021)
Content was practical and well explained.
Helpful and Informative
ByCreated Kira King (05-10-2021)
Helps to figure out the price of your time, and how to manage it.
Assessment and Estimates
ByCreated Della Gray (05-07-2020)
These courses are great
Assessment
ByCreated MyraKatz (04-07-2020)
very relevant, especially the downloads
Helpful!
ByCreated stacycaresok (04-01-2020)
Nice to have the parts of the care plan and assessment meeting listed. Great starter to get organized!
Assessments and Price Estimates
ByCreated roseannegeisel (02-06-2020)
It is an excellent nuts and bolts explanation of how to do an assessment and develop an estimate. Along with the downloads, the information enables you to go right out and meet with a prospective client.
Assessment and Price Estimates
ByCreated Kimberly Rowell (02-02-2020)
Great step by step tools!
helpful
ByCreated John Burton (02-02-2020)
great information
Assessment and price estimates
ByCreated Barbara O'Halloran Smith (01-01-1970)
This information was so helpful, particularly how the steps of the assessment outline and organized.
Great Info
ByCreated Jeffrey Byars (01-01-1970)
Lots of great information.
Assessments and Price Estimates
ByCreated Cynthia Johnson (01-01-1970)
Excellent, very helpful!!!
Assessments and Price Estimates
ByCreated Wendy Nawara (05-18-2021)
Well organized.
Very helpful
ByCreated Elena Borrelli (01-01-1970)
The course provided great tools that can easily be implemented into practice.
deliverables
ByCreated Wendy Stanley Jones (04-16-2021)
course how to estimate time, costs, scope of work to be done for the client
Very Helpful Course
ByCreated Karen Vance (01-01-1970)
I learned a lot of useful, practical information.
Perfect Gift
ByCreated Pmiller652 (01-01-1970)
This course is exactly what I needed in order to hit the start button for my advocacy business. It met all of my questions and needs concerning forms- templates etc. Trisha had many helpful hints that overtime I would figure out I am sure but instead she handed them to me as a gift all wrapped up with a bow.
Assessments & Price Estimates – excellent
ByCreated Nancy Kandel (01-01-1970)
explained and outlined nice and easy to follow and understand.
Assessments and Price Estimates for Your Work with Your Client
ByCreated Michelle Crook (01-01-1970)
Excellent course with helpful forms and resources to assist you with these important steps in planning for your advocacy business.
Assessment and Price Estimate
ByCreated Nancy Keller (01-01-1970)
Thorough, instructive, practical
Very Pertinent Information
ByCreated Teresa A Berger (01-01-1970)
Valuable information to have from the outset with first client!
Assessments and Price Estimates
ByCreated Althea Halchuck (01-01-1970)
Excellent guide designed to help a patient advocate assess a potential client and deliver an estimate for services. Templates are included that you can make your own.
ByCreated Cydney Callanan (01-01-1970)
Assessment and price estimates
ByCreated Barbara O'Halloran Smith (01-01-1970)
Assessments and Estimates
ByCreated Lorraine Swedberg (01-01-1970)
Great tips for being successful!
ByCreated Mary Jozwik (01-01-1970)
helpful with the awkward $ aspects
ByCreated heather guidone (01-01-1970)
helps you work through the cost planning estimations
Comprehensive approach to assessment, estimate, plan of care
ByCreated Scott E Fraser (01-01-1970)
This course provides a thorough approach to providing a deliverable report to the client and to the supporting resources and advocate can use, such as software to keep organized!
Very helpful
ByCreated Kimberly Acosta (01-01-1970)
This course is very helpful for those just starting out. Excellent info and includes sample docs that are invaluable.
Very helpful
ByCreated gonyeka (01-01-1970)
This course is a very helpful guide pointing in the right direction on how to provide assessments and cost considerations.
Concise, informative, and relevant
ByCreated Sharondeep Grewall (01-01-1970)
This course is must to new independent patient advocates, and provides the skills and resources needed to initiate a professional assessment.
Return to Main Course Page for 102 Assessments and Price Estimates for Your Work with Your Client
