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Veronica-Wasek
  • Onboarding
  • USA

New client onboarding for sole practitioners (USA)

A simple workflow template for onboarding new clients

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.

The template also includes an email template with some commonly requested items.

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