CLIENT ONBOARDING CHECKLIST - CREATE AN AMAZING EXPERIENCE FOR NEW CLIENTS AND HELP THEM AVOID OVERWHELM! A client onboarding checklist will help you create an amazing experience for your new clients at the start of their journey working with you. In this video, Margie Shard is going to show you how to set up a client onboarding system, so onboarding new clients is simple, easy and fun.
When you incorporate these onboarding best practices into your business, your client satisfaction will be higher, with the first impression of your program a positive one. Margie discusses the client onboarding process, whether you should have onboarding videos, or do it interactively.
Without question, client nurturing is a big part of happy clients, and learning how to onboard new clients is essential to your business. If you’re looking to create great testimonials for your business, drive in client referrals, and move clients into your next programs, and onboarding strategy is non-negotiable! Watch this video and see how you can easily implement the steps to a client onboarding system in your business.
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