You’ve closed the deal, your team is pumped, your client is ready to go… so you hit the ground running.
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.
If you want to save more time and make more money, you NEED to get this down.
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Because you can: