Manage episode 292790950 series 2816876
I love it when a new client signs on with us! But here is a dirty little secret… I used to dislike onboarding them!
The onboarding process can be a time-consuming pain-in-the-you-know-what for a small business owner. It involves a ton of back and forth, waiting, and data entry. That is, it does unless you decide to automate the entire process!
In this week’s episode, I’m going to be talking about some strategies you can use to automate the client onboarding process. With these techniques (and maybe some help from our team), you can get your new clients into your system in record time and with minimal hassle!
View complete details on my blog post!
Links For This Episode:
- 7 Steps to Automating Your Client Onboarding Workbook
- Free Consultation
- Downloadable Work Agreement/Contract
Get in touch with Jennie: