Add New Clients
Step 1
Please note that we recommend sharing the New Client Onboarding Packet with clients ahead of adding them to your OFP Client List.
Step 2
Sign up your new client for email notifications.
Don’t worry, you don’t need to manage the list. We will create, automate and send directly to just your clients each quarter! And if you’re adding a new client mid-quarter, once you add their information, they will automatically be sent your most recent quarters content along with a welcome email. All we need from you is their names and email address. Simple!
Sign up your new clients for email notifications.
To get started, download the CSV template here and add your OFP client information. Once completed, please upload the list in CSV format (First Name, Last Name, Email) to the Registration Form below.