Jo Martinez

What is your client onboarding process like? Introduction Congratulations! You've landed a new client, a moment worth celebrating. However, that excitement can quickly spiral into a flurry of emails, missed documents, and overall chaos. An inefficient onboarding process wastes your time and leaves clients with a poor first impression. This guide will help you transform that chaos into a smooth, stress-free system. By following a straightforward, step-by-step approach, you'll save time,...

Introduction As a small business owner or startup founder, you're a visionary. You're passionate about your product or service, driven to...

As the owner of your business, are you the hero of its story? You started your small business or startup with a passion—a product, a...