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Feb 26 How I use Trello as my client portal
How I use Trello as my client portal
How To Organize Google Drive for Your Business
How to Organize Google Drive for Your Business | Elle & Company
A step-by-step process to getting started with business systems, automation and organization. Especially useful for service-based business owners because it outlines a client on-boarding system, that can save you tons of time and effort.
member that ordered list you create before, with all of the super detailed tasks? Figure out a way to keep track of which things have been done and which are still on your plate. I LOVE using Trello for th
The way you onboard a new client completely sets the tone for the rest of your relationship moving forward. If you’re scratching your head wondering what the hell to include in your own onboarding process, don’t stress. In this post I’m sharing exactly what I cover when I start working with a new client.
Welcome packet new clients including free welcome packet template
How to create a pre-onboard + onboard packet for new clients. Accepting new… More
9 Ideas to include in your Creative Small Business Welcome Packet! Designing your Client Welcome Packet on Megan Martin Creative
While running your own business is empowering, it can also be a huge source of stress. You’re stacking your own finances with a business, and both have to make ends meet! Think Creative Collective