11. Friday Power Strategy: The Dos and Don’ts of Client Onboarding

It's time for a Friday Power Strategy!

In this episode, we're focusing on one of the most critical aspects of building and maintaining successful client relationships: client onboarding.

It's like the first date of business relationships, and we all know how important those are, right? By taking the time to properly onboard your clients, you're not only making them feel warm and fuzzy inside (who doesn't love that?), but you're also laying the foundation for a long and prosperous relationship.

Let's talk all about the dos and don'ts of client onboarding, and learn how to create an effective and efficient process that'll have your clients feeling confident and secure. So hit that play button, open your notes app, and get ready to up your onboarding game. Let's do this!

- Kendra

 

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