Onboarding is how you welcome new customers or clients into your world. It might include an intake form, discovery session, or distributing a welcome kit...but every business will design this initial experience to be a bit different.

How exactly do you define what this process looks like for your business, though? I recommend starting with a pen and paper!

In this (recorded) Live video from the free Facebook Group (join if you haven't!) I walk through what an onboarding process might look for a VA or OBM...then, I work with the audience to improve this workflow using some simple adjustments.


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