Steal My New Client Onboarding Process
New client onboarding can be as stressful as it is exciting. In this video I go over how to onboard new clients using the exact onboarding process I set up for my clients and I walk you through the onboarding steps you don't want to leave out. Check it out!
TOOLS MENTIONED:
Mindmeister: https://www.mindmeister.com/?r=1155722
Dubsado: dubsado.com/?c=12221024
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👩💻ABOUT: Well hey there! My name is Anna MacDonald and I’m a wife, mom of 3 girls, business owner x2, as well as a lover of true crime, margaritas, and audiobooks. I'm not a professional project manager or six sigma anything - just a working mom who has spent the last 14 years managing #allthethings in my businesses, those of others in corporate America and now as a Business Manager for online business owners.
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