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Question

Onboarding New Clients

  • 16 February 2024
  • 0 replies
  • 28 views

New Agency Owner. What are the customary steps that are used to Onboard new clients for the primary purpose of ongoing managing and updating of  MC their accounts. I have heard answers all over the place trying to see if I can get a clear answer that ensures they don't have do a TON on their end.

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