A person wearing a red jacket stands on a snowy hilltop, gazing at the iconic Matterhorn peak during sunrise or sunset. The surrounding landscape is covered in snow, with the mountain illuminated by soft light.

Category: Client Onboarding

Client onboarding is the crucial process of seamlessly integrating new clients into your business ecosystem. It’s more than just paperwork; it’s about building relationships, setting expectations, and ensuring a smooth transition from the sales phase to project delivery. A well-executed onboarding experience lays the foundation for a successful, long-term partnership, fostering client satisfaction, boosting retention, and setting projects up for success. This category explores strategies, best practices, and innovative tools to optimise your client onboarding, from initial welcome to ongoing communication, ensuring a positive and productive journey for every new client.

  • Part 3 of 11: Client Onboarding

    Part 3 of 11: Client Onboarding

    Reimagine Client Onboarding: A Step-by-Step Virtual Workshop Using the AI Design Sprint™ for a Seamless Client Welcome Experience Hey there! This article is part of a series exploring how a digital marketing agency used AI to transform their operations. If you’re just joining us, catch up on Part 1 and Part 2 to see how…

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