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Client onboarding is one of the most important systems that you can create as a service provider! It’s one of the foundational systems that really sets your business up for success and is extremely helpful if you want to save time. A lot of the steps in the client onboarding process are repeated every time …
What is Client Onboarding (and why do you need it)? Read More »
As someone who teaches female service providers how to implement systems into their businesses, one of the topics that I get asked about the MOST is client onboarding. I actually wrote a post all about how to automate your client onboarding system here, but one thing that I don’t cover in too much detail in …
What Do You Need to Put in Your Client Welcome Kit? Read More »
If you’re looking to uplevel your business as an online service provider (and save a bunch of time while doing it), introducing a client onboarding automation is one of the best ways to do it. Setting this system up is super helpful for you AND it can also go a long way to project your …
How to Automate Your Client Onboarding System for Free Read More »
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