New client onboarding for firms (USA)
New client onboarding workflow templateDOWNLOAD TEMPLATE BOOK YOUR DEMO
Onboarding new clients can take time...
Use this simple workflow template provided by Veronica Wasek at 5MB Academy so that nothing falls through the cracks when onboarding new clients into your firm. This template includes a step for handing off the client to your team.
The template also includes an email template with some commonly requested items.DOWNLOAD TEMPLATE