Posts Tagged ‘Intro Packet’

The best Intro Packet format for your business

By Erin Flynn | May 24, 2021

what is the best way to make your intro packet?

You know you need an Intro Packet to streamline your client screening and onboarding… but you’re hung up on how to create it. What’s the best intro packet format? Should it be a PDF? A web page? A video? There are so many great options, it can be hard to decide. And not making a…

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