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Client Offboarding Guide $17 (A $67 Value!) :

FINALIZE YOUR SERVICES AND BECOME A REFERRAL MACHINE WITH THIS GUIDE
Round out your workflow with this detailed offboarding guide for your clients

- Client Offboarding Workflow 
- Client Offboarding Email Template - - Vendor Offboarding Email Template 
- Review Questionnaire Sample Questions 
- Offboarding Checklist
- ON DEMAND TRAINING: Offboarding Tips and Guidance

PAYMENT INFORMATION

You will not be charged for this purchase, but if you choose to make an optional purchase later, this card info will be used to complete that transaction!

Client Onboarding Guide$37

CHECKLIST & WORKFLOW overview of Complete Client Onboarding

EXAMPLES Welcome Letters & Client Email

SELF CHALLENGE to update systems

TOOL LIST for client communications

COMMON CLIENT PROFILES How To Spot them


$128 Total Value

My client said this was the best experience she had with all of her vendors. This onboarding workflow is exactly what I needed to stand apart.

Kylie

This was EXACTLY what I was looking for! I was honestly so lost as to how to start my client's experience and found myself constantly repeating myself or explaining things. This has made my entire team so much more efficient and engaged with our clients. This is PERFECT.

Neri

I decided to use your onboarding steps for a client who was driving me insane. She said she was so happy to have some organization! And that it was the best process she received from any vendor!!! It's a keeper!

Simone

  • Total payment
  • 1xClient Onboarding Guide$37
    -+

All prices in USD

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