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Step 5: Complete The On-boarding Survey 😎
Step 5 of 7
CLICK HERE TO ACCESS ON-BOARDING SURVEY
1.
Click “file” and then “make a copy” to be able to edit
2.
Edit file name to “(YOUR NAME) - Client Onboarding Form”
3.
Complete the form
4.
When completed, send an email with completed doc link to logan@attnseekers.co
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