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Use our planner to ensure you are not missing any steps in creating a badass client onboarding process!

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    “It's not about getting more done, it's about having less to do!”

    Jackie Appleby

    CEO - Diligent Assistant

    What you get:

    An easy to follow planner that builds on our Coach to CEO methodology to walk you through all the steps needed to build out an awesome New Client Onboarding Journey.

    What is it all about?

    A client onboarding process is the best way to set yourself and your new client up for success.

    When planned well, your onboarding process show cases you as the professional you are, while setting boundaries and educating your client on how to work with you to get the best results - it's a win-win!

    The secret is in the planning - you can't just through this together. Use our planner to walk you through all the steps to consider when creating an onboarding process!