Onboarding 101

Getting to know your clients – and vice versa – is called Onboarding. And once you systemize Onboarding, business gets easier!

With 17hats, you can customize online Questionnaires to get the vital info you need from your new Clients. Our Email templates lend professionalism to your communications. And your Clients will love Client Portal – a secure location where they can check for updates, view Quotes, and sign Contracts. (Leaving you to focus on work.)

Download Quick Start Guide #4, for step-by-step instructions on systemizing your Onboarding process.