Client Admin

Onboarding Audit Template

When a new client signs up, you shouldn't leave them alone to jump into your service by themselves. You must have a clearly written process to make sure they know they've made the right choice.

Luckily, we've created an onboarding audit template to help you get new clients settled in with minimal hassle while understanding how to onboard them in a way that makes them feel like a unique and valued customer.

Onboarding Template

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Set
Realistic Expectations

Lay down a foundation to discuss what you both expect in terms of deadlines, processes, and communication.
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Develop In-Depth Strategies

Understand your client’s audience and develop strategies to enhance your client’s marketing initiatives from web, design, outreach, growth, and content perspectives.
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Conduct Industry Research

Collect statistics, data and expert opinion on various parts of the industry to better understand what the market is expecting and how you should approach potential client challenges.

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