New clients. They are your bread and butter. Their purchases are what put food on your table. But have you ever thought about the user experience?
So many people are under the impression that the term “onboarding” means simply obtaining your client’s personal information and setting up a payment schedule. While those are important steps in the process, there’s actually much more you can do to make the best impression and to be sure their every need is met.
Hey there, friend!
I'm so grateful you found this -- it's such a helpful resource to make sure you're welcoming your new clients with warm, open arms. A little effort can go a long way, so I hope you get to use this Client Welcome Kit over and over and over again :)