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Fill the Filing Cabinet Workshop

<p>I use a CRM called streak. In it I am able to input the potential clients information. I'm also able to set reminders to follow up with a task. I typically will also send a hand written letter and Transcend hat.</p>

What onboarding system do you have for new clients, to set their expectations?

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Welcome aboard

Professionalism: Assists the TeamCoOrdinator.

TeamCoOrdinator 2nd

Quality: Assists the MembershipCoOrdinator.

Andrew Bartholomew

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