A workflow showing the onboarding process and status.
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A signup form for new clients to replace the manual document process.
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Create a one-page dashboard with a page selector instead of multiple pages.
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A page for users to choose the time to meet with their account manager.
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See what our team is working on.
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Switching between desktop and mobile dashboard based on the device.
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The client will be able to adjust the monthly budget with details on the amount breakdown and timeline of the change.
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