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The Whirks Way: A 90-Day Client Journey

In this episode of the One Step Better Business podcast, Mike and Matt discuss the onboarding process for new clients at Whirks. They outline the importance of the initial kickoff call, the verification of client information, and the steps taken to ensure a smooth transition to the Whirks system. The conversation highlights the training and support provided during the onboarding phase, as well as the milestones and short-term wins that clients can expect within the first 90 days of working with Whirks.takeaways

The onboarding process is crucial for client success.

Kickoff calls help verify…

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