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Ruth Burr Reedy shares insights with host Hayley Sherman about the importance of effectively onboarding clients to your agency. Ruth discusses some of the most common factors that lead to poor client engagement and how to avoid them. This includes making sure sales teams are aligned with service delivery, setting expectations early, and some behaviors your team can apply today that will lead to better relationships down the road. If you are an agency and trying to figure out how to improve your client onboarding process, this discussion is for you.
Ruth Burr Reedy shares insights with host Hayley Sherman about the importance of effectively onboarding clients to your agency. Ruth discusses some of the most common factors that lead to poor client engagement and how to avoid them. This includes making sure sales teams are aligned with service delivery, setting expectations early, and some behaviors your team can apply today that will lead to better relationships down the road. If you are an agency and trying to figure out how to improve your client onboarding process, this discussion is for you.