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Onboarding - notion.so
WebApr 10, 2024 · The Marketing Project Tracker Notion template is a great solution to streamline your marketing project management process. This free template provides a comprehensive system to manage your marketing campaigns, including project details, task assignments, deadlines, and progress tracking. With its user-friendly interface and easy-to … To summarise, Notion is a great way to give your clients a smooth and helpful experience without creating a lot of extra work for yourself. When you are finished setting up the page and want to share it with your client, I suggest you use the setting ‘can comment’. This setting means your client can add comments … See more Before we get into the exact layout and details, I wanted to just quickly mention how I use Notion to keep things organised and easy for clients. Since Notion allows you to embed links, … See more Clients are often busy and sometimes you might be working with a team of people who all need to stay up to date. I like to include a welcome section that gives the client an overview of … See more Sometimes you want your client to better understand what to expect from each meeting. This will help them prepare questions, understand … See more hbf ey2536
How to Onboard New Clients [Easy-to-Follow Guide & Template] - HubSpot
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