- Your time back on every single new client you onboard. Woohoo!
- Easy set using your downloadable copy of the video “How we use the Welcome Guide and how to customize for your business”
- Instant access to the fully customizable Google Doc with all steps and descriptions from the Client Welcome Package Template
- Peace of mind knowing your clients are “on board” with all your policies and procedures
- This is one of the steps in the workflow for the Client Onboarding Template so be sure to grab it as well
Get the New Client Welcome Guide!