What it is
A template email sent after a successful discovery call that provides clients with their next steps, intake paperwork, assessment information and payment details.
Why you'll use it
To streamline onboarding and ensure clients are fully prepared for the assessment phase.
What it is
A template email sent after a successful discovery call that provides clients with their next steps, intake paperwork, assessment information and payment details.
Why you'll use it
To streamline onboarding and ensure clients are fully prepared for the assessment phase.
