Focus on enrolling and serving your clients seamlessly instead of wasting hours explaining your procedures.
These 21 forms will help you:
This download package comes with a Quick Start pdf and three zip folders:
Enrollment Templates - Forms 1 - 7
Onboarding Templates - Forms 8 - 15
Back Office Templates - Forms 16 - 21
*BONUS - 10 TOP STRATEGIES TO GET NEW CLIENTS
In each folder, you'll find the forms in A, B or C categories.
A - Simple guidelines with an overview of the forms.
B - Editable done-for-you .doc word templates you can brand and customize to suit your business.
C - Examples of what to write, I added my personal demos you can copy or customize to fit your unique services.
Receive the BONUS Checklist, 10 TOP Strategies That Get New Clients. Save time and streamline your new client onboarding process. Download your package today.