Workshop - Creating Your Onboarding Experience

From the moment your client books with you, until their service date, what happens? Do you fall off the face of the earth or continue to build trust? Proactively communicating with your new clients will keep you one step ahead by answering all their questions before they even know to ask them. A good onboarding process keeps you in control of the experience. Through our workshop, Amanda will walk you through what an onboarding process is, and how to go about automating it in 17hats. Features Covered: Workflow, Client Portal, Email Templates, Questionnaire Templates.