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Not Sure What to Do
Once You Get a Client?

Here is what you'll be able to do:

  • Set yourself up for success by clarifying and setting expectations 
  • Collect the most important information (hint: it's more than passwords and logins)
  • Understand the mindset of your client so you can anticipate their needs

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


client onboarding plan

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