Client Onboarding - How-to and Best Practices

How do you currently onboard clients? Do you handle each client as they come in, case-by-case, or do you have a process that you replicate? Join us as we discuss some basic ideas that can help you and your team master the process of client onboarding and the art of documenting it!

Hosted by Brook Lee of Eureka Process and Todd Kane of Evolved Management.