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What happens between someone saying “yes” and getting started with you? Do they know what to expect—and do you know what needs to happen next?
In this live workshop, we’ll walk through the client onboarding process and look at how to make it easier for both you and your clients. We’ll explore the steps, information, and follow-up that help someone feel welcomed and ready to begin.
Bring your current process, even if it’s mostly in your head. You’ll have time to map it out and start building or improving a system that works for your business.
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December 3
#ChalkTalk: What (& How) to Automate in Notion
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December 10
