Remember, a smooth onboarding process not only makes your clients feel valued, but it also sets the tone for a productive, collaborative partnership.How you define and provide an entry point for customers, and that first impression, will play a major role in their ongoing relationship with your organization. Regular communication is key to managing expectations and building a strong relationship.īy following this client onboarding checklist, you'll set the stage for a successful client relationship. Lastly, establish a regular update flow to keep the client informed about the project's progress.
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