This is part three in a six-part podcast miniseries on how to improve the client experience. 

In this episode, I share tips on how to provide a great client experience during the onboarding / kickoff phase.

Episodes 129-133 cover the five phases of a project lifecycle:

1. The proposal phase
2. Onboarding / kickoff phase
3. Project execution
4. Wrap-up
5. Post-project

I learned this five-part framework from David A. Fields, and encourage everyone to visit his website:

https://www.davidafields.com/

If you subscribe to the weekly Unleashed email, you’ll receive a summary checklist that includes the points from the whole miniseries. Sign up here:

https://www.umbrex.com/unleashed-podcast/