Whether you run your own business, or work for a large company, processes and guides are critical resources to successfully onboard clients. Is it a rat race when onboarding new clients? Are you able to easily plan and execute the new clients' strategy? Do you have efficient operational processes in place for each team member? Or is there one or two team members who magically pull it all together? What if someone is out sick?

If you want to learn a better way, you won't want to miss this webinar. We will talk about onboarding strategy and developing operational processes, including case studies and a practical breakdown of principles of growth that you can apply to your existing workflow.

In this session you'll learn:

  • Set up a framework for onboarding new clients

  • Conduct an audit to best understand your client or project's goals and needs before executing a plan

  • Use reverse engineering to successfully onboard a client

  • Take advantage of a Standard Operating Procedure (SOP) template that you can use to streamline your customer's journey

Course curriculum

    1. Client Onboarding Strategies How to Bridge the Growth Gap

    1. (Handout) Client Onboarding Strategies How to Bridge the Growth Gap

    2. NISM Events on Facebook (Upcoming)

    3. All NISM Webinars (Past and Upcoming)

    1. Webinar Quiz

About this course

  • $7.99
  • 5 lessons
  • 1 hour of video content

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