After the initial onboarding phase of guided client onboarding, the long-term focus of the program includes all of the following phases EXCEPT:

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After the initial onboarding phase of guided client onboarding, the long-term focus of the program includes all of the following phases EXCEPT:

 

• Quarterly progress reviews

 

• Client portal audits

 

• Client renewals

 

• Goal resetting

 

 

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