client onboarding process

How to Create a Client Onboarding Process That Leaves Everyone Confident in Your Ability to Get Stuff Done

It feels good to book a new client — especially when it’s your first (or first in quite some time). There’s a sense of excitement, of validation, in seeing that when can we get started response in your inbox. It’s also a little terrifying. You see, the selling stage is all talk. You’re saying things, making promises, …

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client onboarding process