Welcome, let's get started
Welcome, let's get started
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Here’s how to access your client portal
If I can embed it into the webpage, do it here.
If not, explain they can use their email and create an account with ClickUp and create a button.
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Your next step is to schedule your kickoff call!
Your Welcome/Onboarding Checklist:
Access your client portal
Schedule your kickoff call
Send me your passwords and log-in access to your marketing platforms:
User Interviews
Elevator Pitch and/or Positioning Statem