How To Setup A Full Client Onboarding Process (TEMPLATE)

☎️ Want me to help with your operations? https://calendly.com/d/cn7r-3bb-r48/opskings-operations-automations-audit-yt?utm_medium=youtube&utm_source=toni&utm_content=How_To_Setup_A_Full_Client_Onboarding_Process_TEMPLATE In this video, learn how to set up a full client onboarding process using a template to automate the process and streamline client intake. Perfect for small businesses and freelancers looking to improve their client onboarding experience. Download the template using this link: https://opskings.gumroad.com/l/processmap?layout=profile Free resources to help you scale your business: 🧙 **The Onboarding Template** - complete Onboarding Template we used in over +50 client businesses: https://opskings.gumroad.com/l/playbooks 💰 OpsKings: Free Cashflow Tracker - manage your LTV, cashflow, margins https://opskings.gumroad.com/l/cashflowtracker More operations content daily: X/Twitter: https://x.com/TheOpsKing Instagram: https://instagram.com/thetonidebelic Linkedin: https://www.linkedin.com/in/toni-debelic-aa269b147/ *****