Join Peter Lohmann and special guest Benjamin Serven for an in-depth workshop on the New Client and Property Onboarding processes!

Engage and ask questions as they walk through:
⚡️ How to document your existing process
⚡️ How to move your process from paper to a digital platform
⚡️ How to get your team to use your new process
⚡️ Which parts of the process make sense to automate
⚡️ The key metrics to track for the onboarding process

Plus, watch Peter build out a new client onboarding process in real-time for a volunteer and get a copy of the process after the webinar!

Want to volunteer to have Peter build out your process live on the workshop?