New Client (Initial Review Workflow)
This Bundle Includes:
- New client questionnaire
- New client workflow
- New client to-do list
- Follow-up email templates
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 follow-ups because you need more information.
Additional Product Information:
The workflow is fillable PDFs that allow you to save and reuse each file. Or customize the workflow and task lists and input into your own project management system. Emails are fully customizable to meet your business’s needs.
To copy and paste, after purchase and download, please open in Acrobat, select “Edit” then “Select All” to copy.