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Here’s what we’ll need to get started:
Step One: Information we’ll need to get started
Let's automate your new Client Intake Form! Please fill out the fields below with data we'll need to get started.
Step Two: Schedule time with me to discuss what you need.
Here’s a link to my calendar.
Step Three: Email me your Pre-work form
Email me and attach your pre-work in PDF format.
Let’s automate your new client pre-work!!