5 Mac Strategies to Streamline Client Onboarding and Free Up Your Time

Macpreneur

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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

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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)