Spend time reading our resources if you are creating your system or if you need to find what’s missing to help optimize it. This is also great to give to your team if someone owns the process.

Do the exercise to help you optimize the process.

The documents will create consistency in your process, as well as, help you delegate and or create more effective handoffs.

You can head over to the Tech stack module and check out the communication and client to see what cool tools are being used to make clients happier and your life easier.

After… Spend some time in the FAQ section to see what your peers are asking about client onboarding.

What you'll get:

• Client Onboarding

• Hiring Process

• Sales Process

• Team Onboarding