Client Onboarding Planner


While an existing and loyal client base is an essential factor for the health of your business, attracting new clients is essential for growth and expansion.

It’s not just a case of a client deciding they like your brand and offerings, though. You also have to ensure that the process of them coming ‘onboard’ is a smooth and painless one.

This planner will walk you through a very simple 8-step system that you can implement quickly and easily.

I take you through mapping out your client onboarding process – and then show you how can use outsourcing and systems to make everything run smoothly and on auto-pilot.

Created in a convenient Google Doc format, you can work directly in the planner online or print it out if you prefer.

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