Getting off on the right foot...

Posted by Kirsten Gibbs on November 30, 2018

  • Is there anything more annoying than having to give your information over, and over, and over again, every time you deal with a new department or a new team?

    Well, yes, probably. But this annoyance is easy to fix.

    So, create a simple checklist for setting up a client, so their information is in the right place, right from the start.

    Download our free e-book on setting up a new client checklist for more.

    Let me know how it goes.

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