charlesprabhu
01-30-2023, 11:06 AM
1. Automate, automate, automate
2. Create a client results presentation
3. Send a new client checklist
4. Provide them with a client portal
5. Send a thank you card after offboarding
2. Create a client results presentation
3. Send a new client checklist
4. Provide them with a client portal
5. Send a thank you card after offboarding