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8 Steps to Automating Your Client Onboarding!

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✔ Automate the scheduling of your free consultations

✔ Develop a welcome kit, including a welcome email

✔ Utilize systems for quick and hassle-free e-signatures
✔ Implement systems to automate your invoicing

✔ Follow up emails to re-engage clients during onboarding

✔ Initiate and conduct a successful kick-off call

✔ Manage all of your client projects effectively

✔ Track your time and project progress