Onboarding ChecklistEmail Address Watch Nicole's Welcome VideoCall with NicoleA zoom call with Nicole to set expectations and other important mattersCall with KaitA zoom call with Kait to set expectations and other important mattersFollow Up Boss Account CreationSince we use Follow Up Boss as our CRM, creating an account should be a priority. An invite will be sent to your email address once an account has been created by Nicole or another admin.Google Business Profile (optional but highly recommended)Although creating a google business profile is not required, it will provide great help with your online presence aside from social media networks. (Check this option to complete even if you did not create a google business profile)Complete OnboardingSave as Draft
