New Client Assessment

4 Easy Steps

1. Welcome & basic info

2. Data & reviewed

3. Other contacts

4. Modules & dates 

+/- 5 minutes to complete

Examples include but are not limited to:
Google Apps, MS Office, Trello, Notion, Evernote, Dropbox
Xero Accounting, Hootsuite, Hubspot, MailChimp,WordPress
Shopify, Wix, Rankmath, Yoast, Form123, Zapier, Integromat, Cognito
Loom, Zoom, Canva, Harvest, Freshbooks, Quickbooks, MYOB, Stripe
PayPal, Process.St, Proposify, BaseCamp, Pipedrive, Capsule, Klaviyo, 
Zendesk, KeyPay, BambooHR, DEAR, CIn7, Zoho, etc...

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