By Jake Andrews
Onboarding is a science and an overlooked piece of creating a healthy, long lasting client relationships. The better your onboarding experience is, the longer your client life cycle will be. Here are some tips from us that have helped us build a strong onboarding process that is generating referrals.
We started with nothing, just 4-8 whiteboards and some markers. We now track our onboarding process in Asana with a dedicated Onboarding Captain that runs the ship for our onboarding journey with prospects and new clients. Here are the keys to our success with onboarding..