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The Flow: Onboard Clients in 5 Minutes or Less
Published 9 months ago • 1 min read
Hey Reader, Is onboarding new clients taking up hours of your time? Create an automated welcome email with a scheduling link and a pre-call questionnaire. One-time setup = endless time saved. Clients feel guided, you feel organised. Win-win! Another smart strategy coming your way next week, to help you get into The Flow! Warmly~Kait PS. If you're a coach and looking to simplify your client onboarding–email me for my favourite client management tool recommendation that can literally do it all...
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