
Session #8: Fast Tracking New Clients Part 2 – Onboard Process
Optimize Team
Aug 21, 2025 1:30:00 PM
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Session #8: Fast Tracking New Clients Part 2 – Onboard Process

Session #7: Fast Tracking New Clients Part 1 – Fit Process
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Session #6: Elevate the Client Experience – Service Matrix

Session #5 Organize Your Clients – Client Classification & Rightsizing
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Session #4: F.O.R.M & Make Your Clients the Voice
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Session #3: Articulating Your Value & Introductions
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Session #2: Branding & Communication
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