Client Onboarding 101 by Kimi Kinsey
Enrollment is closed

Client Onboarding 101

Enrollment is closed

What's included?

Video Icon 22 videos File Icon 5 files

Contents

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