Posted by Kirsten Gibbs Last updated 30th November 2018 reading time
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.
