All Aboard – What Documentation Should I Use?

What process do you follow when you onboard a new client?

Do you even have a process? 

What kind of workflow have you implemented?

Having thought about and stringent processes and documentation will assist you when it comes to onboarding your new clients. It will keep you streamlined, so you don’t forget any steps, and also keep you looking professional and on top of your game with your new and prospective clients.

Let’s have a look! 

 

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