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How can I create an effective onboarding process for new clients
Posted: Mon Mar 06, 2023 5:50 pm
by EsperanzaWelch
How can I create an effective onboarding process for new clients
Respuesta
Posted: Wed Nov 20, 2024 12:29 pm
by MavisChen
To create an effective onboarding process for new clients, start by clearly defining the goals you want to achieve. Make a welcome packet that includes all the essential info they need, like your services, contact details, and FAQs. Schedule a kickoff meeting to go over everything and set expectations. Keep communication open and check in regularly to make sure they're feeling comfortable and supported. Finally, gather feedback after the onboarding process to see what worked and what could be improved for next time.