So Worth It

Episode 66. How to Automate Your Onboarding


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When you sign a new client, is your onboarding process cobbled together or is it a smooth, well-tested process? In today’s episode Jackie is sharing why having a repeatable and scalable onboarding process is crucial for your business. 


Check out the affiliate links below for some of the amazing programs Jackie uses for her team and clients!



Links: 

Sign up for Clickup (our preferred project management tool).

Sign up for Dubsado to manage your client proposals, contracts, invoices and event automation!

Get your Client Onboarding or Email Templates in The Shop.

Send me a message!


Want more help with lead gen, Facebook ads, and funnels?

Check out our most popular services >> soworthit.co

☎️ Book a call to chat about the best solution for your biz >> soworthit.co/bookyourcall

💵 Get The ROAS Rescue Kit >> soworthit.co/roas

DM me on Instagram @iamjackieellis

Or send me an email at [email protected]

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So Worth ItBy Jackie Ellis

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