Becoming a Hiring Machine

026: Tactical Tuesday - How to Prepare for a Successful Client Onboarding ft. Vivien Maron


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In today's Tactical Tuesday, Vivien joins Sam for the final part of their three-part series on how to use
ChatGPT to enhance your business development strategies and tactics. We discuss the crucial topic
of client onboarding, covering everything from the welcome packet and kickoff call to technology
onboarding and staying in constant communication with your clients. This episode is packed with
practical tips and insights that will help you prepare for a successful client onboarding process.

Link to ChatGPT prompts used during the episode:
https://docs.google.com/document/d/1fDqPTvkwDcAUbAkywZfea7rFov_8RpLUzyetdaevHZ4/edit?
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