Does your onboarding process suck?

LET’S FIX IT!

As an OBM, I love supporting my clients with simple and effective management. That’s why I love creating simple step-by-step plans and connecting platforms with simple workflows AND what made me create this client onboarding workflow template for YOU in Trello. Trello is a visual tool that gives you the power to manage any type of project, workflow, or task tracking. You can add files, checklists, or even automation, and customize it all for how you work best. Trello has a free plan as well as paid plans, so you can try it out and see how it works for you.

CLIENT ONBOARDING DOESN’T HAVE TO DRAIN THE LIFE OUT OF YOU.