Category: Onboarding
Solopreneur Template Starter Kit for the Bookkeeper
When I got serious in my business, I created these workflows and email templates to make me more efficient and organized. I’ve been tweaking and perfecting them ever since! I…
$975.00
On-Board New Client Workflow (For use in CRM or Workflow Software)
Onboarding a new client can be a time-consuming and tedious process. This bundle allows you to start on the right foot without missing a step.
$97.00
New Client (Initial Review Workflow)
Impress your clients starting on the first day with this bundle of onboarding workflows and templates. You’ll save time and money for both you and your clients and prevent needless…
$97.00