On-boarding new clients harmoniously sets the tone for your relationship with them, but it can be an onerous process. In this session, you will learn how to build a client on-boarding workflow in a spreadsheet.
There are many communications to be exchanged, contracts to be executed, documents & information to be gathered, applications to collaborate in and tasks to be completed - leaving a lot of room for discord, miscommunication and missed steps. Systematizing your process is key. And a simple way to systematize it is to build it out in a spreadsheet. This system can easily be transferred or uploaded to applications and then automated, or simply used in the spreadsheet for years to come.
