Client Onboarding Strategies
How to Bridge the Growth Gap
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
Client Onboarding Strategies How to Bridge the Growth Gap
(Handout) Client Onboarding Strategies How to Bridge the Growth Gap
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The downloadable resources are very helpful as are the books recommended.
The downloadable resources are very helpful as are the books recommended.Read Less