A one-to-one zoom call to discuss goals—getting to know your business will help me design a supportive and fluid experience for your own clients
No two set-ups are designed the same, as each business has a different way of doing things
Process maps created so you can see the whole client journey with every personalised touchpoint—this can be useful for team members as well
A mid-way strategy call to plan the onboarding and off-boarding process

Step Two