New Client Onboarding
How to streamline your system for bringing on a new client. If you struggle to bring on new clients – join the club! This course is created to help you bring on those new clients – FAST!
What We Will Cover: Onboarding Defined & Why it Matters, How to Position Yourself for Success, Your 6-Step Onboarding System Overview, Streamlined Onboarding Step by Step, Tools & Best Practices, Summary & Action Plan.