Onboarding Workflow Infographic | Workflow Guide

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Build your streamlined onboarding workflow with the help of this Savvy Guide!

Not sure what the next step is for implementing your onboarding workflow?

This infographic guide is the perfect visual companion to Episode #091 of The Bookkeepers' Voice, we dive into the steps to create your onboarding workflow.

Remember: An efficient onboarding process ensures a solid partnership between you and your clients in order to build loyalty and help with client retention.

So get your instant download today!

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