Manage new client onboarding

Your assistant will oversee the new client integration process.

You

Start the onboarding process for our new client.

Your Assistant

I've set up [client name] in our CRM, sent them our welcome package via email, and scheduled an introductory call for next week.

I've also added a reminder to follow up in 30 days to check on their progress.

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Streamline your tasks and free up your time with Magic

It takes 30 seconds to sign up and book a call to get started.