Macpreneur

5 Mac Strategies to Streamline Client Onboarding and Free Up Your Time

February 01, 2024 Damien Schreurs Season 4 Episode 82
5 Mac Strategies to Streamline Client Onboarding and Free Up Your Time
Macpreneur
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Macpreneur
5 Mac Strategies to Streamline Client Onboarding and Free Up Your Time
Feb 01, 2024 Season 4 Episode 82
Damien Schreurs

Tired of spending hours on client onboarding paperwork?

In this episode, you'll discover 5 Mac strategies that will streamline your process and save you time so that you can focus on growing your business.

Stick around as you'll discover how to use contract templates, make PDFs fillable electronically, sign documents with ease, and organize your paperwork like a pro to make onboarding your clients a breeze.

A video version and all the links are available at https://macpreneur.com/episode82

Want to get personalized time-saving tips to be more efficient on your Mac?

Answer a few questions about how you're currently dealing with unnecessary clicks, repetitive typing and file clutter. It's FREE and takes less than 2 minutes!
https://macpreneur.com/tips

Wondering where to start streamlining your solo business?

Kickstart your unique journey with a 360° Tech Diagnostic
https://macpreneur.com/diagnostic

Macpreneur Community Waitlist

Become one of the founding members of the Macpreneur community!
https://macpreneur.com/community

Follow me:

Show Notes Chapter Markers

Tired of spending hours on client onboarding paperwork?

In this episode, you'll discover 5 Mac strategies that will streamline your process and save you time so that you can focus on growing your business.

Stick around as you'll discover how to use contract templates, make PDFs fillable electronically, sign documents with ease, and organize your paperwork like a pro to make onboarding your clients a breeze.

A video version and all the links are available at https://macpreneur.com/episode82

Want to get personalized time-saving tips to be more efficient on your Mac?

Answer a few questions about how you're currently dealing with unnecessary clicks, repetitive typing and file clutter. It's FREE and takes less than 2 minutes!
https://macpreneur.com/tips

Wondering where to start streamlining your solo business?

Kickstart your unique journey with a 360° Tech Diagnostic
https://macpreneur.com/diagnostic

Macpreneur Community Waitlist

Become one of the founding members of the Macpreneur community!
https://macpreneur.com/community

Follow me:

Teaser
Welcome
Client onboarding can be a pain
Overview of 5 tech tips
Tip #1: Contract templates
Tip #2: Fillable PDFs
Tip #3: Signing PDFs electronically
Tip #4: Templated folder structures
Tip #5: Scanning & filing system
Recap
Share and tag me on Instagram
360° Tech diagnostic
Outro and next