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Practice Management Webinar - Charesse Spiller [56:15]

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Build an Onboarding Process That Pleases

In this workshop, you will learn from leading industry operational consultant, Charesse Spiller, about the key components of how to create a successful client onboarding framework through proper planning, automation, and optimization through Redtail. Hayley Mandrup, Redtail Subject Matter Expert, will also be joining us for deeper insight!

 

 

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