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The Perfect Client Onboarding & Offboarding System with Pip Meecham

Business Processes Simplified Podcast

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Onboarding Processes - Creating Transparency With Clients

One of the biggest things i find, and this probably goes back as you start to either optimize or capturing what you're doing, building into that process communication to client. It's really, really setting those expectations, and also how they can communicate with you. So many inboxes these days, if facebook and instigram and mals and ticks messages and farns, that it's kind of instructing them. One how you want to be engaged and worked with as well. Y so i think an part of, and using my own on boarding processes. As an example, i've got timplated emal. Now, i don't order my thos, because i custom

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