New Client On-boarding Process

New Client On-boarding Process


Keep track of your leads and your clients all in one place as you watch them work their way through your pipeline!

Included in the 90 Day Plan Trello Board:
-Log lead information (where they fond you, that they’re interested in, contact info)
-See exactly where a lead is in the on-boarding process (i.e. “discovery call booked”, “contract signed”)
-View paid vs potential clients
-Easy drag and drop system
-The ability to add due dates and sync to your calendar for added accountability!

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1) You’ll decide you need this Trello Board and purchase it right here in our shop
2) You’ll be so excited to get started that you’ll immediately head right over to to create a totally free Trello account
3) You’ll wonder how to add the Trello Board to your account, so you’ll head over to your email where you’ll find an email from us waiting for you
4) Inside the email, you’ll see a link to your Trello Board and a link to a tutorial that will walk you through adding it to your account. You’ll watch the video and then follow the steps to add it to your account.
5) You’ll get to organizing, planning, and just generally kicking butt!