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
Update Basecamp Settings so Docs/Files, Messages and To Dos are visible to Client
Send Link to take Assessment (Example Below) Note
Client Completes Birkman Method Assessment Online (300 Questions and 30 Minutes)
Schedule Birkman Consult & Send Calendly Link to Client (Link Below) Note