2. Onboarding
2. Onboarding
Career Upside to Send Invoice via QuickBooks to Client
Client to Pay QuickBooks Invoice via Brank Transfer
Launch Client Basecamp & Add Client to Basecamp
Send Link to take Assessment (Example Below)
Client Completes Birkman Method Assessment Online (300 Questions and 30 Minutes)
Schedule Birkman Consult & Send Calendly Link to Client (Link Below)