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new client on boarding workflow

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The client onboarding process is a stressful, time consuming task. Since you don't do this every day, it can feel like re-learning the system each and every time, ending up being an inefficient and not making the best first impression on your client. 

By creating workflow templates, you can create a positive experience for you and your client. This product is the list of steps that I follow every time I am adding a new client to my client management software. Rinse, lather, repeat.

You will receive an email link to download your guide immediately after purchasing.