Client Onboarding: A Pocket Guide

Onboarding a new client should be an exciting time for both you and them.

After all, you’re choosing to work together for a reason. 

Along with the excitement, there’s also a lot that needs to be set up and communicated, and you want to make this process as simple and seamless as possible!

From accessing their client portal to establishing clear communication channels, it’s essential to ensure your client has everything they need at their fingertips. Creating this kind of white-glove, client-wowing experience is exactly where this pocket guide comes in play.

Inside this Pocket Guide, you’ll get access to:

• An 18-minute training video from Client Experience (CX) Expert, Katrina Scarlett, that walks you through the 7 Key Elements you need to create an effective & memorable client onboarding process
• A PDF Cheat Sheet to summarize the key elements of strong client onboarding
• A PDF Checklist to support you, as the business owner, in implementing and/or reviewing key elements in your onboarding process
• The presentation slide deck so you can refer back to it at your convenience or print it to make your own notes
• The audio version of the training & PDF transcript to support your preferred learning style

*Due to the digital nature of this product and the immediate access provided upon purchase, refunds and withdrawal requests are not available.