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4953 Vine Street
San Diego, CA 92465

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(815) 555-5555

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Get in Touch

This week, I’m diving deeper into how you can look after new clients, with my latest video “What is Client Onboarding?”
Download the free Onboarding Tools Checklist below


As you can see, this may be a lot more tech heavy than you thought. It doesn’t need to be though. You can make this as simple as you want it to be.
You will know when your business is ready for these next steps. It’s when you are so busy, that these extra manual steps start to take up too much of your time, or you make mistakes, or you forget a step, and the lack of consistency starts to make a difference!
That’s when a client on boarding system comes in to it’s own. It’s really an important part of growing your business and taking it to the next level.


Don’t forget to check out the free tools – you no doubt have some of them already, but if you’re ready to systemise some elements of this important process, then this list is perfect.

Your Next Step

If you want some support to help fast track this process, or help you transition to Dubsado, then can book a  free systems audit with me so we can determine where to start, and what you need to get up and running with your workflows and systems.
systems audit, small business coaching
aerlie small business coach
Aerlie Wildy is a business designer. business coach and mother based in the Adelaide Hills. I specialise in designing and systemising business for growth. You can connect with me on Facebook, join my Chief Executive Entrepreneurs Facebook Group, check out my Youtube Channel or Pin with me on Pinterest.