New Mini Class: Build an Excellent Client Onboarding Process


What could be better than adding a new client? Doing it consistently the same every time, building your culture, and setting a very high standard for your new relationship! That’s what an client onboarding process does for your company.

Any of us can set up a new workstation – but we would each do it a little differently. In the same way, each of us can onboard a new client a little differently from the rest of us. The problem is that we sometimes set up our own clients differently each time. We don’t control the experience.

That means we don’t control the effect of a new client on our culture, nor the client experience and expectations going forward. If you want to create consistent high quality, a process is the answer! You can’t control people, but you can control your processes.

Join us for this mini-class on creating a great Client Onboarding Process.

Meets: April 10, 17, 24

All classes start at 9:00 AM Pacific

Classes are 30-60 minutes, plus Q&A. All classes are recorded.

Class includes a detailed Client Onboarding Checklist that you can customize for your clients and your business.

This class is FREE for Small Biz Thoughts Community. Community members. Only $99 for non-members.

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