November 15, 2023
What if I told you that onboarding clients can be super easy? Well it can be with the proper system in place! There really is a painless way to onboard your clients and ensure you get all the information you need, before you need it. Anticipation and preparation can be the best strategy to make future you’s life so much simpler. We will discuss asking for access, resources to make the first two weeks a breeze, and systems to keep it all in place.