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.