November 30, 2018

Get off on the right foot

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.