BizSugar.com › Resources › This Checklist Will Help You Grow Your Business: Startups, Freelancers, Hustlers — Take Note.

What happens when you onboard a new customer or client? Do you know what tasks have to be accomplished? These might be adding them to your project management software, adding them to a CRM, providing them with instructions on how to communicate with you, sending receipts, saving receipts, generating invoices…