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Streamlined client on-boarding
Manage episode 428289767 series 3449339
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In this episode, I dive deep into my streamlined client onboarding process, covering everything from gathering essential details during the enquiry phase to sending out client contracts and automating the creation of a client portal. Discover the key steps to ensure a seamless experience for your clients, enhance your operational efficiency, and set the foundation for a successful working relationship. Tune in to learn the strategies and tools I use to make client onboarding a breeze, saving time and boosting productivity. Want to take your client onboarding to the next level? Get my digital planner now at taylorlee.com.au to streamline your business operations and achieve optimal efficiency. Don't miss this episode filled with actionable insights to transform your client onboarding process!
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