8 Steps to Automating Your Client Onboarding + Free Checklist

By Jennie Lyon / July 29, 2020

How much time does it take you to onboarding for a new client? In short, a lot!  If you know me, you know that I LOVE meeting new people. And that especially goes for new clients! When I have the opportunity to work with someone for the first time, I get super excited. I want to get to know them, their business, and their dreams and goals for the future. It’s one of my favorite parts of my job and I’m sure that you feel the same way when you land a new client of your own! Do you know…

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