A funnel for client onboarding
To have everything in one place is ideal for the online coach. With onboarding I sent my clients a welcome packet with expectations, educational PDF's to help on their journey, and a checklist of things to complete prior to account creation. when adding a new client it would be super beneficial to be able to have them have access to welcome packets, PDF's and to overall create an onboarding funnel/flow all in one space
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