do you automate client onboarding

Do you automate client onboarding?

When a new client or customers signs up for your service or product, do you send out a series of updates to that new client on how to get the best out your offering?

For a long time this was on my to-do list, the resistance was working against me and I put it on my nice to do some day list.

What Is Client Onboarding?

Your client has sent in a request for a quote or signed up for a free trial, what happens next?

They are keen to work with you but often they are dropped into black hole with no information on what happens next.

Client onboarding is an educational process where you teach your clients or customers how working with your service or product…


This is only a snippet of a WordPress Website Design Article written by Neil Matthews

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