New Client Onboarding Process + FREE Checklist For Your Creative Agency

New Client Onboarding Process + FREE Checklist For Your Creative Agency

– A strong start is everything, from what you do in your personal work, business work, and particularly client work. It shows up over and over again just how important onboarding is. It’s the driving key to help your clients feel at ease, engaged, and empowered to achieve success with you, no matter how long the roadmap looks like. We’re

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Onboard New Clients Using Zoho Forms & Zoho Bookings Integration

Onboard New Clients Using Zoho Forms & Zoho Bookings Integration

– Welcome to another cool session on how to do cool things with Zoho. In some cases you will like to connect your Zoho CRM with Zoho Bookings. Let’s assume that you have a form that will initiate a new client, an on boarding of a new client. Whenever your client will finish filling the form you like him to

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Process Street: Full Review (2019)

Process Street: Full Review (2019)

Hello everyone and welcome back to the Keep Productive YouTube channel It is francesco again back for another video And then today what I wanted to do is explore an application called Process Street, now This is an internal wiki tool that is actually actually discovered it when I was working with Barbara from simplified days She was using it

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How to Onboard a Client to Decrease Your Refund Rates

How to Onboard a Client to Decrease Your Refund Rates

You close the client you sign them up. Now, how do you onboard a client to ensure success? In this video I’m going to go through how we onboard clients and what our kickoff process looks like. Let’s jump into it. So I always start with a project kickoff and basically what this is, is it’s a an hour-long, sometimes

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