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BONUS: Client Welcome Guide
Manage episode 354827311 series 3352354
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In this episode, we discuss how having a Client Welcome Guide will not only offer clarity to your new clients, but it will also elevate your professionalism. Our Client Welcome Guide will help you onboard new clients in a productive and positive way!
In this episode, we talk about:
- Avoiding messy communication with your new clients
- How having redundancies and over-communicating can help avoid confusion
- Offering a general roadmap of project phases and milestones
- Giving the client a proper list of who to contact and how
- Why this is a great place for rules and reminders about finances
- Having a high touch experience with your new clients
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