My Client Onboarding Process (Walkthrough + Templates) скачать в хорошем качестве

My Client Onboarding Process (Walkthrough + Templates)

In this video, I walkthrough my 3-step client onboarding process and the Notion templates I have built to reduce this down to 20-minutes. If you are just getting started or looking for ways to refine your own client onboarding process, I hope this will be a valuable resource for you. You'll find all the templates below. As always, if you have any questions or just want to chat, leave a comment. I love when you do :) ~ Chloë FREE TEMPLATE ACCESS: Client Portal Template: https://www.notion.so/templates/clien... Notion Invite and Client Portal Access Email: https://chloeforbesk.notion.site/Clie... #notion #onboarding #clientonboarding RELATED VIDEOS: Client Portal Template    • Create a Client Portal in Notion (+ Free T...   Client Management Template    • Notion Client Management Template (+ Integ...   Next Steps • Subscribe to this channel Hit Subscribe and Click the Bell (Thank you!) • If you are ready to take Notion to the next level and turn it into your business operating system, visit https://www.businessops.co/ and sign up to learn more. • You can support my channel by buying me a coffee or by using my affiliate links below. If you sign up for a paid plan, I’ll receive a small commission at no additional cost to you. Thank you so much. I appreciate you! https://buymeacoffee.com/chloeforbesk Referral Links (Thank you for using these links) Notion: https://chloeforbesk.com/notion Copilot: https://chloeforbesk.com/copilot Relay.app: http://chloeforbesk.com/relay Squarespace: https://chloeforbesk.com/squarespace Flodesk: http://chloeforbesk.com/flodesk Senja Testimonials: http://chloeforbesk.com/senja Fathom AI Notetaker: http://chloeforbesk.com/fathom Canva: https://chloeforbesk.com/canva Descript: http://chloeforbesk.com/descript Epidemic Sound: https://chloeforbesk.com/epidemicsound About Me Hi, I’m Chloë. I'm a business process designer and certified Notion consultant. My work is dedicated to helping teams leverage business strategy and systems to generate more time, space and profit. I do it because I believe everyone has a right to the education they need and because no one can grow their business alone. Nor should they have to. Learn more at chloeforbesk.com #Notion #notioncertifiedconsultant #notionsolutionspartner #relaypartner Say Hi on Social LinkedIn:   / chloeforbesk   Substack: https://substack.com/@chloeforbesk Pinterest:   / chloeforbesk   Instagram:   / chloeforbesk   Twitter(X): https://x.com/ChloeForbesK Disclaimers: • I do not work for Notion. The term "Notion" is a trademark of Notion. • I do not own the rights to any of the music in this video. If you read all the way to the bottom of description, leave a “🍎 “ in the comments! I'm glad you're here :) Date: 1st March 2024 Sub Count: 4643 (Thank you!)