Great Job!

Here's what happens next:
1. The client will receive a DocuSign agreement. If there are special agreements, please modify the Docusign that was just sent immediately. Make sure to use "read only" notes.

2. The client was sent our onboarding portal through TallyFy. Please check TallyFy to confirm their portal was created and sent properly.

If you would like, you can send them this video which offers a quick overview of our onboarding process:
Let's be buddies!
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