The Client OnBoarding Checklist

You've won them over. Now it's time to WOW them with the very first experience of paying to work with you.

It all starts with getting them on-boarded seamlessly.


  • Feel like a pro and never miss a step when on-boarding your first clients!

  • Elevate this first experience you provide so that your clients feel like they are getting MORE than their money's worth!

  • Learn the exact checklist I use to onboard my clients that keeps them coming back to me for more support!

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