The Client walkthrough & handoff, explained

Site, CRM login, training doc, and a guided walkthrough at launch.

What it does for you: You open the door and already know where everything is.

Training & Onboarding · Business Hub OS
CW

Watch the film

The Client Walkthrough & Handoff film, from Business Hub OS.

Watch it explained

The client walkthrough & handoff in about a minute, from Business Hub OS.

Hear it explained

From our podcast, Owners Who Automate.

Owners Who Automate

Client Walkthrough: Open the Door, Know the Rooms

What it does

Three things to know about the client walkthrough & handoff.

  • At launch you get the guided tour: your site, your CRM login, and your training doc.
  • We walk it with you live, so the first login is not a guessing game.
  • Your training doc stays as the reference your team and your agent both learn from.

Included at launch, standalone $99

One piece of one system. Everything on the showcase runs together: your customer records, your website, and your agents, all connected.

See it working in your business

Book a short discovery call. We will map the client walkthrough & handoff to your business and show you the exact next step.

Book a Call

Want this in your business?

Tell us where to send the details. We will map it to your business and follow up with the exact next step.

No spam, no selling your information, unsubscribe anytime.