Module 5- Lesson 1: New client onboarding

This lesson/module covers everything you need to know to have a successful client onboarding! Topics covered in this lesson: The importance of onboarding General onboarding sequence 90-day plan Kick-off call prep Reporting Resources used in this lesson: [MAKE A COPY] Welcome email template https://docs.google.com/document/d/1BNhJcTIkZ7O6SEW0HBzVdl8XJ48CWyyLRFRIZ5YIz1Y/edit?tab=t.0 [MAKE A COPY] 90-day plan template https://docs.google.com/document/d/1ADf1fR0RpsiDV1gQ7M__CQd2EdKubYt-9RYGJsG3T_s/edit?tab=t.0