Onboarding Checklist to Help Activate New Clients
May 18, 2023
Onboarding new clients is just as important, if not more so than, onboarding new team members. After all, you don’t want every new client acquisition to feel like you’re starting over with a whole new process that no one understands. To rely on an age-old adage, you shouldn’t be reinventing the wheel with each customer.