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What are the first step(s) in the client onboarding workflow? Training and Mentoring Customize the QuickBooks Online company Recommend the best QuickBooks Online solution Meet
What are the first step(s) in the client onboarding workflow?
Training and Mentoring
Customize the QuickBooks Online company
Recommend the best QuickBooks Online solution
Meet with client and gather information
Step by Step Solution
There are 3 Steps involved in it
Step: 1
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Step: 2
![blur-text-image](https://dsd5zvtm8ll6.cloudfront.net/includes/images/document_product_info/blur-subtext-image.webp)
Step: 3
![blur-text-image](https://dsd5zvtm8ll6.cloudfront.net/includes/images/document_product_info/blur-subtext-image.webp)
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