You're enrolling in
The Onboarding Edit
By Build the Firm Co.From signed contract to confident start.
The same consistent experience, for every new client, every time.
What's included
- The full course. Self paced, with every module and lesson available right away
- An onboarding sequence. Takes a client from their yes to an active file, step by step
- Client communication templates. What to send, when to send it and exactly how to say it
- Expectations set up front. So clients know what's coming before they think to ask
- A team handoff process. Runs the same way whether you're in the room or not
- Downloadable templates and resources. Built to put in place, not just read
- One year of access. Including every update during your access period
One year access
Immediate access
Self paced
Up to 3.5 verifiable CPD hours
All sales are final. By enrolling you agree to our Terms & Conditions, including the no refund policy. Access is granted right after purchase.
