Way to Go! You are getting new clients and need to get them on board and running up to speed as quickly as possible. However, you find yourself stumbling over the entire process which in turn diminishes your level of expertise. Getting new clients up to speed effectively and efficiently is key to better time management in a professional atmosphere. Don't leave those people excited to get going stuck in a vicious cycle of asking for more and more pieces of info that could've been gathered all at once in the beginning.
Create an On-Boarding Workbook