“I knew we needed an onboarding process, but I just now have the bandwidth to starting creating one and Katie’s templates are almost exactly what I’d design if I was starting from scratch. Thank you!”

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“I cannot thank you enough for all of your incredibly specific guidance and recommendations on the call today. Talk about discovering the missing puzzle piece I need!!!”

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“I wanted to say how valuable the process sheets, calculators, and spelled out examples have been. It’s a great affirmation of what I’ve been doing right, and what I haven’t or didn’t think to do.”