Congratulations!
You’ve just taken a big step towards getting your online systems and workflows in order! I look forward to working with you!
Here are your next steps:
Please complete this onboarding survey to help me get to know you and strategize how I can help:
2. Schedule your welcome call!
That’s it for now! You will soon receive an email with a link to your own client portal. We’ll use this throughout the scope of our time together to keep track of our meetings and communication.