Backend Brain Podcast

4 Questions To Evaluate Your Client Onboarding Process


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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:

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...more
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Backend Brain PodcastBy Courtney Lazar

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