Client Onboaring Toolkit

Discover exactly how to get the information you need to be successful, set proper expectations, and define success.

If you want to save more time and make more money, you NEED to get this down.

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Find Out How To Save Over 20 Hours With Professional 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.

In this guide, you’ll learn…

Know your clients and anticipate 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.

Download the Onboarding Process

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

Optimizing the Client Onboarding Process

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

Delegating 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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