Seminar ID


Date and time

Thursday, March 23, 2023 at 13:00 EST see it in calendar

  • recording
  • in English
CPD hours

CICC 3 CPD hours
Expiry date: 22-3-2024

LSBC 3 CPD hours
Expiry date: 31-12-2024


Capacity: 150


Please note that this Insight session is NOT included in the CPD subscriptions.


Managing Clients

  1. The Consultation Process.
a.      Taking initial calls and responding to initial emails.
b.      Setting up a consultation.
c.      Presenting information at the consultation.
i.      What if I don’t know something?
d.      Quoting Fees.

e.       Follow Up Email.

i.     Laying out Expectations.

  1. File Opening Process.
a.      Retainer Agreement.
i.     Explaining the Retainer Agreement.
b.      Engagement Letter.
i.      Laying out Expectations.
  1. Introduction to Support Staff and / or Associates.
  1. Keeping Promises from Day 1.
  1. Email, Telephone (and Texting?) Correspondence Throughout the File.
a.         Follow Up Correspondence.


  1. Submission of an Application.
    1. Client Feedback.
    2. Formal Submission.
    3. Follow Up Correspondence.
  1. Managing the Client and Application Post-Submission.
    1. Managing processing delays.
    2. Managing “Tim Horton’s Immigration Advice”?
  1. Delivering Bad News.
    1. Do it ASAP!
  1. Post-Refusal.
  1. Post-Approval.
  1. Managing Future Work.
  1. Ethics and Professionalism:
    1. Marketing.
    2. Chances of Success.
    3. Explaining Processing Times.



3 hours

regular fee - $ 150.00




Please note that speakers and topics were confirmed at the time of publishing; however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. IMEDA reserves the right to alter or to modify the advertised speakers and /or topics, if necessary. Any schedule substitutions or alterations will be updated on the IMEDA website as soon as possible and all registrants will be notified by e-mail.