save over 20 hours
& make more money
with optimized
client onboarding
save over 20 hours
& make more money
with OPTIMIZED
client onboarding
save over 20 hours
& make more money
with OPTIMIZED
client onboarding

You’ve closed the deal, your team is pumped, your client is ready to go…

so you hit the ground running.

Woahhhhhhh now. Hold up, cowboy!


Before you even think about beginning to work on a single deliverable, you need to make sure you’ve got your Client Onboarding Process on point.

This step is so crucial, yet so frequently overlooked. It’s all about getting the information you need to be successful, setting proper expectations, and defining success.

Download Your FREE

Client Onboarding Guide and Toolkit

Today To:

Know Your Clients and Anticipate Their Needs

Document everything your client is thinking and/or worried about so you can take care of them before they come up again (or ever come up in the first place).

Know Your Clients and Anticipate Their Needs

Document everything your client is thinking and/or worried about so you can take care of them before they come up again (or ever come up in the first place).

Understand Goals and Define Your Metrics

The quality of your onboarding process plays out through the end of the engagement. Tracking certain metrics can help you identify opportunities to improve the process.

Understand Goals and Define Your Metrics

The quality of your onboarding process plays out through the end of the engagement. Tracking certain metrics can help you identify opportunities to improve the process.

Manage your teams

Download The Onboarding Process

Create a clear, repeatable, trackable process for onboarding to make sure nothing slips through the cracks.

Manage your teams

Download The Onboarding Process

Create a clear, repeatable, trackable process for onboarding to make sure nothing slips through the cracks.

Optimize The Client Onboarding Process

Unfortunately, clients often let them slip by the wayside. All. The. Time.

Manage performance
Manage performance

Optimize The Client Onboarding Process

Unfortunately, clients often let them slip by the wayside. All. The. Time.

Delegate Client Onboarding To An Account Manager

The faster you get this process documented, the faster you can offload it to an account manager (hooray!).

Delegate Client Onboarding To An Account Manager

The faster you get this process documented, the faster you can offload it to an account manager (hooray!).

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- Jean Tang, MarketSmiths

It's time to break free...

Free your workload

Greg Brooks

Greg Brooks, SearchTides

Spent 7 days in Costa Rica and only checked email for 15 minutes.

Time to goal: 3 Months

Free your team

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Jill Strickman, Genuine

Spent a month in Europe and had one of the most lucrative months of the year.

Time to goal: 6 Months

Free your results

AJ MacQuarrie

AJ MacQuarrie, Urban Vendor

Created a sales engine, increased sales by 350%, became a leader in industry.

Time to goal: 7 Months

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