Onboarding Checklist to Help Activate New Clients
May 18, 2023
Onboarding new clients is just as important, if not more so than, onboarding new team members. After all, you donât want every new client acquisition to feel like youâre starting over with a whole new process that no one understands. To rely on an age-old adage, you shouldnât be reinventing the wheel with each customer.