Many growing teams start with spreadsheets to manage client onboarding. But as business picks up, those sheets quickly become slow, messy, and impossible to scale. In this webinar we will addresses:
- Signs your spreadsheet process is breaking down
- Poor visibility into onboarding progress
- Lack of standardized processes
- Handling manual follow-ups
- Challenge collaborating with customers
In just 30 minutes, you'll learn how to replace these headaches with a more streamlined, predictable, and customer-friendly onboarding experience.
Join us live and see how to level up your onboarding workflow.
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From Spreadsheets to Scalable Client Onboarding: A 30-Minute Upgrade
November 28, 2025
12:00 pm BST
Many growing teams start with spreadsheets to manage client onboarding. But as business picks up, those sheets quickly become slow, messy, and impossible to scale. In this webinar we will addresses:
- Signs your spreadsheet process is breaking down
- Poor visibility into onboarding progress
- Lack of standardized processes
- Handling manual follow-ups
- Challenge collaborating with customers
In just 30 minutes, you'll learn how to replace these headaches with a more streamlined, predictable, and customer-friendly onboarding experience.
Join us live and see how to level up your onboarding workflow.
