Effective Customer Onboarding for Agencies (+ Checklist)
Associated with
Allie Decker Allie Decker
Olga Mykhoparkina Olga Mykhoparkina
Andriy Zapisotskyi Andriy Zapisotskyi
George Vitko George Vitko
Posted Jun 27, 2023 11 min read
Effective Customer Onboarding for Agencies (+ Checklist)

When it comes to welcoming new clients, a well-structured client onboarding process is essential. Here are the 5 key aspects to keep in mind (+ a ready-to-use checklist).

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