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ICONICā„¢ ONBOARDING TOOLKIT
TOOL 1 Ā· THE INVITE PHASE

Client Profile Hub Builder

Every business needs a Client Profile Hub. Not every business needs the same fields in it.

Answer 6 quick questions about how you work, and this tool will tell you exactly which fields to include in your hub, so nothing important slips through in the Invite phase.

REMEMBER

The goal isn't to track everything. It's to track exactly what your business needs to make every client feel remembered, without adding busywork.

6 questions Ā· under 2 minutes

ONE LAST THING

You mentioned a team member or assistant is involved. What should clients contact them about?

YOUR PERSONAL RESULTS

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