Onboarding Checklist
Printing tip:
When the print dialog opens, tick Background graphics in your print settings if you’d like the coloured header strips to appear in your saved PDF. If you leave it unticked, your plan will still print perfectly cleanly in plain black and white, so either way you’re covered.
Mindset Coach Academy
Onboarding Checklist
From Discovery Call to Fully Onboarded Client
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Key
One-time setup Build once for your business
Per client Repeat with every new client
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