Products
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Template - Onboarding Workflow and Communications
CourseA complete client onboarding workflow system with spreadsheets, checklists, forms, and email templates. Streamline your process, reduce admin work, and onboard clients clearly from Day One.
$350
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Template - Client Guidebook
CourseExclusive continuation of Kellie Parks’ Client Guidebook template. Includes PowerPoint and Google Slides files to help you onboard clients clearly, set expectations, and deliver a polished professional experience.
$350