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Not Sure What to Do
Once You Get a Client?

Here is what you'll learn inside:

  • Clarifying and setting expectations with the client so you can set yourself up for success
  • Knowing what information to collect and when (it's more than passwords and logins)
  • Understanding the mindset of your client so you can anticipate their needs

Download the video and plan and onboard a client in just 12 weeks!


client onboarding plan

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