The Content Byte
The Content Byte
Rachel Smith and Lynne Testoni
On-boarding systems for clients and why you need them
21 minutes Posted Aug 16, 2020 at 10:14 pm.
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We know, on-boarding doesn't sound like the sexiest topic - but if you're putting new clients on your schedule, having seamless systems in place will save you time, money and a world of pain down the track. We talk about how we devised our own on-boarding systems, the mistakes we made and why it's essential to keep tweaking and making your systems better.