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Onboarding Client Process

Rayan

Last Update il y a un mois

When onboarding a client:


1. Send client form to be filled (Not sure where to find this for a screenshot or link attachment)

2. Create a project, add client and team to Basecamp


3. Add the team and clients involved

4. Set up documents, agreements, and tasks on Basecamp

5. Send weekly meeting invite to the team/those involved

6. Identify tasks that you can complete or take part of

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