Client Onboarding Checklist
Once you’ve sent over a proposal, gotten a signed contract back, and they’ve paid the first invoice- then what? Wondering how to onboard new clients? You’re in the right place! This Client Onboarding Checklist will provide a step-by-step roadmap highlighting the best practices and tools so both you and your client can walk through the client onboarding process with ease.
Bonus Material Included in This Client Onboarding Checklist Download:
4 New Client Onboarding Questionnaires
Once you’ve sent over a proposal, gotten a signed contract back, and they’ve paid the first invoice- then what? Wondering how to onboard new clients? You’re in the right place! This Client Onboarding Checklist will provide a step-by-step roadmap highlighting the best practices and tools so both you and your client can walk through the client onboarding process with ease.
Bonus Material Included in This Client Onboarding Checklist Download:
4 New Client Onboarding Questionnaires
Once you’ve sent over a proposal, gotten a signed contract back, and they’ve paid the first invoice- then what? Wondering how to onboard new clients? You’re in the right place! This Client Onboarding Checklist will provide a step-by-step roadmap highlighting the best practices and tools so both you and your client can walk through the client onboarding process with ease.
Bonus Material Included in This Client Onboarding Checklist Download:
4 New Client Onboarding Questionnaires