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5 Mac Strategies to Streamline Client Onboarding and Free Up Your Time
Manage episode 398641451 series 2341818
Tired of spending hours on client onboarding paperwork?
In this episode, you'll discover 5 Mac strategies that will streamline your process and save you time so that you can focus on growing your business.
Stick around as you'll discover how to use contract templates, make PDFs fillable electronically, sign documents with ease, and organize your paperwork like a pro to make onboarding your clients a breeze.
A video version and all the links are available at https://macpreneur.com/episode82
August 2024 Contest: Get a chance to win a 1-hour Mac coaching call with me (worth $200)
- Visit https://macpreneur.com/review
- Scroll down, rate and review the show
- Take a screenshot of your review
- Send the screenshot by email: damien(at)macpreneur.com BEFORE Aug 31, 2024 at midnight Pacific Time
🎤 Want to be a guest on the show? Fill the application form available at https://macpreneur.com/apply
✅ Want to get personalized time-saving tips to be more efficient on your Mac?
Answer a few questions about how you're currently dealing with unnecessary clicks, repetitive typing and file clutter. It's FREE and takes less than 2 minutes!
https://macpreneur.com/tips
Follow me:
Розділи
1. Teaser (00:00:00)
2. Welcome (00:00:43)
3. Client onboarding can be a pain (00:01:51)
4. Overview of 5 tech tips (00:02:21)
5. Tip #1: Contract templates (00:02:54)
6. Tip #2: Fillable PDFs (00:03:42)
7. Tip #3: Signing PDFs electronically (00:05:53)
8. Tip #4: Templated folder structures (00:06:55)
9. Tip #5: Scanning & filing system (00:08:33)
10. Recap (00:11:01)
11. Share and tag me on Instagram (00:12:05)
12. 360° Tech diagnostic (00:12:14)
13. Outro and next (00:12:53)
113 епізодів
Manage episode 398641451 series 2341818
Tired of spending hours on client onboarding paperwork?
In this episode, you'll discover 5 Mac strategies that will streamline your process and save you time so that you can focus on growing your business.
Stick around as you'll discover how to use contract templates, make PDFs fillable electronically, sign documents with ease, and organize your paperwork like a pro to make onboarding your clients a breeze.
A video version and all the links are available at https://macpreneur.com/episode82
August 2024 Contest: Get a chance to win a 1-hour Mac coaching call with me (worth $200)
- Visit https://macpreneur.com/review
- Scroll down, rate and review the show
- Take a screenshot of your review
- Send the screenshot by email: damien(at)macpreneur.com BEFORE Aug 31, 2024 at midnight Pacific Time
🎤 Want to be a guest on the show? Fill the application form available at https://macpreneur.com/apply
✅ Want to get personalized time-saving tips to be more efficient on your Mac?
Answer a few questions about how you're currently dealing with unnecessary clicks, repetitive typing and file clutter. It's FREE and takes less than 2 minutes!
https://macpreneur.com/tips
Follow me:
Розділи
1. Teaser (00:00:00)
2. Welcome (00:00:43)
3. Client onboarding can be a pain (00:01:51)
4. Overview of 5 tech tips (00:02:21)
5. Tip #1: Contract templates (00:02:54)
6. Tip #2: Fillable PDFs (00:03:42)
7. Tip #3: Signing PDFs electronically (00:05:53)
8. Tip #4: Templated folder structures (00:06:55)
9. Tip #5: Scanning & filing system (00:08:33)
10. Recap (00:11:01)
11. Share and tag me on Instagram (00:12:05)
12. 360° Tech diagnostic (00:12:14)
13. Outro and next (00:12:53)
113 епізодів
Усі епізоди
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