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Deliver WOW Client Experiences!
The episode is divided into three parts: onboarding, fulfillment, and offboarding. We start with the onboarding process which includes signing contracts and paying invoices. Asana provides a centralized platform to manage internal onboarding projects while automating the creation of client projects, folders, and documents. The use of customization in Asana ensures seamless collaboration between you and your clients. Throughout the episode, you can learn how to:
• Onboard your clients seamlessly by utilizing automation features in Asana.
• Streamline fulfillment processes through centralized request management using forms.
• Measure each part of your client experience accurately using customized projects in order to enhance future interactions.
📍Check out a fun way we use our client portal messages also to send motivational notes to our clients https://pin.it/yNJcxyr
⚡Access here our template for a client portal you can implement https://myvirtualpartnr.com/client-portal-mini-training-template/
If you'd like to explore specific topics or have questions about managing energy or utilizing Asana further, visit our contact form—I would love to hear from you!
• Contact form for topics requests: https://form.asana.com/?k=2qHptZ30fmwRRFBb99ih5w&d=366245534405644
• Make sure to follow us on Instagram: https://www.instagram.com/myvirtualpartnr/
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By Barbara RamirezThe episode is divided into three parts: onboarding, fulfillment, and offboarding. We start with the onboarding process which includes signing contracts and paying invoices. Asana provides a centralized platform to manage internal onboarding projects while automating the creation of client projects, folders, and documents. The use of customization in Asana ensures seamless collaboration between you and your clients. Throughout the episode, you can learn how to:
• Onboard your clients seamlessly by utilizing automation features in Asana.
• Streamline fulfillment processes through centralized request management using forms.
• Measure each part of your client experience accurately using customized projects in order to enhance future interactions.
📍Check out a fun way we use our client portal messages also to send motivational notes to our clients https://pin.it/yNJcxyr
⚡Access here our template for a client portal you can implement https://myvirtualpartnr.com/client-portal-mini-training-template/
If you'd like to explore specific topics or have questions about managing energy or utilizing Asana further, visit our contact form—I would love to hear from you!
• Contact form for topics requests: https://form.asana.com/?k=2qHptZ30fmwRRFBb99ih5w&d=366245534405644
• Make sure to follow us on Instagram: https://www.instagram.com/myvirtualpartnr/