A Memorable Onboarding Shapes Client Loyalty

Creating a strong impression during the initial stages of client onboarding is crucial for long-term retention. The first 24 hours to the first week set the tone for the client relationship. Clients often experience anxiety and buyer's remorse after committing financially, fearing insufficient communication and delivery on promises. To combat these feelings, it is essential to engage clients immediately through timely communication via email or SMS, expressing excitement about their partnership and scheduling onboarding calls swiftly. Additionally, sending a physical welcome gift or basket can elevate the onboarding experience, standing out in a digital-focused environment and fostering a positive, memorable connection.