Client Onboarding 101 by Kimi Kinsey
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Client Onboarding 101

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What's included?

Video Icon 22 videos File Icon 5 files

Contents

Welcome
Welcome to Client Onboarding 101
1 min
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Get Dubsado for Free
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Client Onboarding 101 Introduction
12 mins
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How to Get Organized
Step 1: Determine Your Onboarding Needs
3 mins
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Step 2: Design a Workflow
4 mins
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Step 3: Map it Out
10 mins
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Everything in One Place
Using a CRM (and what it is)
2 mins
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Projects and Clients
2 mins
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Calendars
3 mins
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Reports
3 mins
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Tasks
3 mins
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Address Book
2 mins
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Time Tracker
4 mins
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Forms and Questionnaires
5 mins
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Packages
4 mins
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Contracts
3 mins
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Canned Emails
3 mins
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Invoicing
3 mins
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Client Portal
4 mins
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Workflows
8 mins
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Live Training Conclusion
2 mins
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Other Goodies
Dubsado Resources
6 mins
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Live Q&A
10 mins
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Original Live Recording
(1h 30m 13s)
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Original "Slides"
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What's Next?
Join My Facebook Group
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Get Dubsado for Free
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