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Client Onboarding: Part 1 - The Process - RD160
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:30:35
- More information
Informações:
Synopsis
What is Client Onboarding? Client onboarding is the process of turning potential clients into paying clients. It’s the process of introducing them to your business, addressing their questions and concerns, and ensuring they understand the services you offer and your processes while providing those services. Onboarding is all the steps from the initial contact with the client until you start working on their design project. It’s your chance to explain to a client; What they should expect from you. What their part is in the relationship. How communication between you should happen. When and how you are to be paid. And more Over the next few episodes of the podcast, I’m going to dive into specific parts of the client onboarding process, but for today, I’m going to talk about the process as a whole. Why is Client Onboarding important? Let’s look at the process from two angles. From the client's point of view: The Onboarding process plays a vital part in building and nurturing the relationship between you and yo