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Free checklist
The Client Onboarding Checklist
Most advisors do not lose clients over a bad hotel. They lose them in the quiet weeks between deposit and departure. This checklist fills those gaps with deliberate touchpoints.
- A 6-phase workflow you can run on every booking
- Exact timing for each touchpoint, counted back from departure
- The documents to collect and when to collect them
- A post-trip sequence that turns one booking into referrals
Who it's for: Solo advisors who want a one-person agency to feel like a full team.
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