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Showing 1-3 of 3 results

  1. Starting your own practice: Clients, services and your team

    Practice strategy

    11th Aug 2022 | Article
  2. Find your way around onboarding apps

    Practice software

    ... the point that onboarding covers the sales and onboarding process. “People don’t like using the word sales, but you ... MAP, Barnes wanted to address both sides of the sign-off process. To help scope out the services clients needed and ... is because you are by definition starting the onboarding process when you create the proposal. You’re configuring ...

    20th Apr 2022 | Article
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