

Directrice associée de @wearethewords. Stratégie de contenu, marketing éditorial. J'aime les mots, les mythes, le cheddar et les vins d'Arbois.
One of the most important steps to an effective client onboarding process is gathering all of the necessary information to fully assess what the client needs. Each client is different, so you’ll have to adjust as necessary, but the checklist below is a great starting point.
Your efforts won’t be wasted. When you generate leads for new business, you’re investing in marketing efforts, meeting with prospects, and developing the relationship. That takes a lot of time and effort from your team. When the relationship does not last long, your initial acquisition costs go to waste.