How I Built A One-Click Client Onboarding System
Client Onboarding Doesn’t Have To Be Complex Even though I’m all about automation, I have to admit that my onboarding system for new clients
Client Onboarding Doesn’t Have To Be Complex Even though I’m all about automation, I have to admit that my onboarding system for new clients
Steve Hoff, President of Leadclasses.com, was referred by a client to Agility Automation in early 2020 for automation consulting. We built them automations that saved countless admin hours.