Sale!
The Client Onboarding Bliss Planner
$48.50
Bring your new client process from complicated to streamlined.
Bring your new client process from complicated to streamlined. This pack includes a tools guide, worksheets to plan your onboarding, templates to plug and play with, and more!
The fillable workbook alone contains 8 sections with over 50 questions to take you step-by-step through every piece of building your onboarding process plus all the ways you can simplify and streamline it.
