Client Onboarding

Total Clients

3

Completed

1

In Progress

2

Pending

0

Marcus Johnson

Started 3/1/2024

in-progress
Progress75%
Initial Consultation Call
Send Welcome Email
Client Questionnaire
Contract Signed

Sarah Chen

Started 3/10/2024

in-progress
Progress50%
Initial Consultation Call
Send Welcome Email
Client Questionnaire
Contract Signed

David Park

Started 3/15/2024

completed
Progress100%
Initial Consultation Call
Send Welcome Email
Client Questionnaire
Contract Signed