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Having a streamlined system for client onboarding is a necessity in your biz. Onboarding your clients sets the tone for your entire contract and plays a huge role in how the client feels about working with you. So today, we are going to give you 4 questions you can ask to evaluate your current client onboarding processes!
What We Cover In This Episode:
-What Is A Client Onboarding Process
-Why A Client Onboarding Process Is Important
-Platforms For Client Onboarding
-Incorporating Your Team In Your Client Onboarding Process
And So Much More!
-->Get The Full Show Notes Here!
Links Mentioned:
Check out HoneyBook (and use code ‘systemsup’ to get 35% off your first year!)
Check Out ClickUp Here! (and use code SYSTEMSUP to get 20% off the Unlimited, Business Plan and Business Plus Plan for the first year)
Check Out Our VIP ClickUp Setups!
Connect With Us:
By Courtney Lazar5
2323 ratings
Having a streamlined system for client onboarding is a necessity in your biz. Onboarding your clients sets the tone for your entire contract and plays a huge role in how the client feels about working with you. So today, we are going to give you 4 questions you can ask to evaluate your current client onboarding processes!
What We Cover In This Episode:
-What Is A Client Onboarding Process
-Why A Client Onboarding Process Is Important
-Platforms For Client Onboarding
-Incorporating Your Team In Your Client Onboarding Process
And So Much More!
-->Get The Full Show Notes Here!
Links Mentioned:
Check out HoneyBook (and use code ‘systemsup’ to get 35% off your first year!)
Check Out ClickUp Here! (and use code SYSTEMSUP to get 20% off the Unlimited, Business Plan and Business Plus Plan for the first year)
Check Out Our VIP ClickUp Setups!
Connect With Us: