Create a Smart, Scalable Client Intake Process (Infographic)

Client Onboarding Infographic

Just landed a new client? Creating an amazing client experience begins…right now! Start things off on the right foot. And of course, you want to make your new client feel great about choosing to work with you!

In this infographic, you can trace a clear path from agreeing on terms all the way through sending a wonderful welcome packet (dig in on the details here: “Is Your New Client Onboarding Process Ready for a Makeover?”).

Once you’ve got a smooth system for onboarding and wowing your new clients, you can scale the process…and your business.

Client Intake Process Infographic

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