Think you might be missing the mark when you onboard new clients?
How important is your client onboarding process?
I would argue it is probably the most important system that you put your client through and here's why.
This is your clients first interaction with you as YOUR CLIENT. If you show them from the start what their experience will be working with you, do you want it smooth and easy or messy and chaotic?
Put yourself in your clients shoes
Think about what they would want
What do they need to know about working with you?
All the little things that help your client feel like a VIP right from the start can be found in the free
Onboarding Checklist