Client Onboarding Trello Template
Keep track of all our interior design enquiries all in one place! Capture the client’s details and the entire qualifying process without missing a single detail. Our template ensures that you follow your onboarding process, send out client guides and emails in a timely manner. Cards for new enquiries, follow up clients and waiting lists are all included
Keep track of all our interior design enquiries all in one place! Capture the client’s details and the entire qualifying process without missing a single detail. Our template ensures that you follow your onboarding process, send out client guides and emails in a timely manner. Cards for new enquiries, follow up clients and waiting lists are all included
Keep track of all our interior design enquiries all in one place! Capture the client’s details and the entire qualifying process without missing a single detail. Our template ensures that you follow your onboarding process, send out client guides and emails in a timely manner. Cards for new enquiries, follow up clients and waiting lists are all included
Need assistance with getting started with Trello Project Management? Then look into our 2 hour one-on-one Trello training, https://www.bdesignspace.com/courses