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3-Step Customer Onboarding Checklist

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Guide

Guide

Automation

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About "3-Step Customer Onboarding Checklist"

Take Charge of Your Client Onboarding!

Take Charge of Your Client Onboarding

Hi, my name is Samantha Pointer Foxx and welcome.

In the next few minutes, you are going to discover how service-based small businesses from all over the country are quickly onboarding new clients without hassle.

I've put together a meaty checklist for you that helps you onboard your clients successfully. It specifically addresses the questions of:

* What systems do I need and how I'll track results

* How to create a system for the first few weeks after purchase to ensure client satisfaction and successful use of your product or service.

* How to draft the content customers will receive after their purchase and how it will be delivered.

and MORE!

This 6 page high level checklist will help you map out your client onboarding for your products and services. 

Just  click "Start Course" below to get started.

 

3-Step Customer Onboarding Checklist

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About the Teacher

Samantha Pointer Foxx, CASP™

Samantha Pointer Foxx is a Certified Automation Service Provider™ & owner of Samantha Pointer Enterprises. She helps small business owners who don’t have the time, patience, or tech “know-how” to automate their marketing & sales online.

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