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Client Onboarding


I'm looking forward to learning more about you and your business!

Please select the day/time that works best for you so we can go through your complete onboarding. 

After you have selected your preferred day/time, you'll be prompted to complete a client onboarding form. 


Please complete this to the best of your ability. Your information will NOT be shared and will only be used for onboarding purposes.


In Our Onboarding & KickOff Meeting, We'll Cover...

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Thank YOU so much for your time and input!

Your responses will be quite valuable as I become acclimated to your business.

See you soon during our Kickoff Meeting!

I'm incredibly excited to work with you!

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