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Customers and operations

Onboarding specialist

Makes every new customer’s first week feel organised and personal.

  1. Plan
  2. Build
  3. Keep improving
Back to the team

What they do for you

  • Sends welcome emails and forms at the right time
  • Creates accounts, folders and tasks automatically
  • Collects documents and payments without chasing
  • Hands over to your team with everything attached

What they work with

  • GoHighLevel
  • HubSpot
  • Google Workspace
  • Stripe

Services they work on

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