How do I onboard clients from my sales call

Modified on Thu, 6 Nov at 9:55 AM

Onboarding a client is a key process for their experience, and we know it. We've not only prepared everything inside the platform, but we also have an extra help for you. 

In this video, you’ll see how coaches are going from a close on a sales call, directly to a seamless onboarding process. Keeping things simple and scalable, while minimizing friction for clients.

 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article