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Client onboarding isn't a sexy subject, but the rewards of setting up a client onboarding process is MORE than worth the effort. This video will walk you through all 5 steps of my Ultimate Client Onboarding Process so you can impress your clients from the very beginning of the project.
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0:00 Intro
0:47 My onboarding process
1:35 Getting the client agreement signed
2:37 The 7 must-have parts of any client agreement
4:50 Filtering out bad clients
6:10 What questions to ask on your onboarding form
8:50 Creating a client profile
11:20 The kickoff call
15:30 Follow up
17:44 Get the onboarding guide