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Client Onboarding Process Workbook

This client onboarding process workbook is designed to help you to create streamlined onboarding processes that help you to create an amazing experience for new clients that is streamlined and easy to navigate. Well-thought-out processes are critical to creating that wow factor with new clients. If you have to send a bunch of emails to collect everything over time, it wastes time for you and your client and reduces their trust in your abilities. Use this client onboarding process workbook to upgrade your new client experience.

Complete the form below to receive your free copy.

If you’d prefer a pdf version of this form so you can write your answers by hand, download it here.

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I hope you enjoy this workbook! If you would like more help with your client onboarding workflows or you would like to learn if Dubsado is a good fit for you, please schedule a call to chat with me. I’d be happy to help!

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