Step 3: Download your Onboarding Process

Think about what you do each time to onboard a new client? Then create a clear, repeatable, trackable process for onboarding to make sure nothing slips through the cracks.

Eg. Asana — workflow in a project manager

Make sure you complete this step before moving on. 
And if you’d like some help, drop us a line!

WHAT BOTTLENECKS ARE HOLDING YOUR AGENCY BACK?

TAKE THIS 3-MINUTE QUIZ AND PEOPLE PROOF YOUR AGENCY

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