Description

Buy Once. Use Forever. This is easy to keep at your fingertips every time you sign a new client! Printed or digital, this task guide is going to tell you step by step exactly what you need to do every time you onboard a new client. You can check off each step as you go through the process. Not only is this a printable task guide that you can use anywhere at anytime, but it also provides DETAILED INSTRUCTION. This Client Onboarding Task Guide gives you instruction for each task that needs to be accomplished. The best part is that you can customize this resource to your brand and adjust colors, fonts and verbiage for it to flow with YOUR branding. Click HERE to learn more.