Client onboarding process

Take a look inside my proven client onboarding process and the key components for onboarding a client as a service provider regardless of your industry that keeps you protected, keeps your client delighted, and keeps the back-and-forth email exchange to a minimum. Uh, yes, please!

Have you ever had new client déjà vu? You get a "yes" from a prospect, do a happy dance at your desk, start brainstorming ideas for making this the best project ever, and only hours (uh, days?) later remember there's some admin you need to tackle first.

You've landed a new client you worked hard to convert. Congratulations—now what? Here's our 8-step client onboarding checklist to help you kick things off right.

Learn how to create a streamlined client onboarding process that will set proper expectations for the project and impress your clients.

So you worked hard to land your new client. Congratulations, my friend! Trust me, I know how much hard work, sweat, and tears it took you to get to this point – so now it’s time for you to deliver. I remember the day I got my first BIG client for a full brand and […]

Onboarding Client | The Onboarding Process is essential to your Social Media Manager Business. When you are onboarding new employees or onboarding clients, you need a template in place for cohesive branding. This board has onboarding checklist for onboarding employees. The onboarding kit and screen will give your client a better client experience as a social media manager!

Find out how to create a stand-out client offboarding process in order to provide an elevated client experience and generate referrals!