HOW TO ONBOARD YOUR CLIENTS WITH MINIMUM FUSS AND MAXIMUM EFFICIENCY
You've signed up a new client. Do you relax now and think the job is done? Unfortunately, this is where the hard work really starts and where things could go wrong before you even get started!
If you attend this webinar with Heather Townsend and Ian Hughes you will learn how to set up your onboarding system, so it all happens smoothly. You'll learn:
- The exact steps in a ‘best practice new client onboarding process’. Hint: It’s a delicate balance between automating the process and adding in the human touch
- How to automate your onboarding process to virtually eliminate all manual data entry and rapidly reduce the amount of time it takes to onboard a new client
- Which software to use to minimise manual data entry or rekeying of data by you OR your client
- How to wow your client at every step of the onboarding process so that they become your biggest raving fans
- How to use the onboarding process to upsell premium-priced services or advisory services to your new client