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
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
Thank you for sharing the useful information!!
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