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MYUNGHOON LEE
  • HouseCanary
  • Synapse FI
  • Brand Identity
  • LinkedIn

New Client Onboarding

  • 2020/04/172020/04/22
  • by Myunghoonlee
Pain Point:
  • Too much of phone call PA+ Client
  • Cannot delete, add or edit documents
  • Hard to know what is next
New Client Onboarding
Analytics- After