What is client onboarding and why is it important?

Client onboarding is a process whereby you prepare a prospect to begin working with you and further developing a relationship with them.

Generally, onboarding begins when they agree to become your client but for those who take a bit longer to decide, onboarding can include that follow up period where you answer more questions and hopefully guide them toward making a purchase.

Some argue that onboarding continues until they no longer need your services.

Preparing a thorough client onboarding system will save you time, money, and a bit of your sanity because any system resolves a problem and, in this case, that problem is getting all the client info you need, tracking all that paperwork, plus making them feel welcome.

GET YOURSELF THIS GREAT CLIENT ONBOARDING PLANNER TO GUIDE YOU THROUGH THE STEPS NEEDED.

FOR PERSONAL USE ONLY – YOU CAN NOT EDIT OR RESELL.