Join the waitlist

Launching early June on a first come first served basis
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Back to Glossary

Client Onboarding

The process of guiding new clients through the initial stages of their relationship with a business or service provider to ensure a smooth and successful transition. This process includes a series of steps and interactions (often through email) designed to familiarize clients with the company's products, services, processes, and policies, and to help them achieve their desired outcomes. Effective client onboarding helps build strong relationships, increases customer satisfaction, reduces churn, and sets the foundation for long-term success and loyalty.

Related Terms

Campaign Management

Email campaign management involves planning, executing, and analyzing email marketing efforts. Key steps include strategy, segmentation, content, design, automation, A/B testing, compliance, and optimization for better engagement.

Customer Churn (Churn Rate)

Churn rate measures the percentage of customers who leave a business over time. It's key for retention and growth, calculated as lost customers divided by starting customers, then multiplied by 100.

Email Automation

Email automation uses software to send personalized, rule-based emails automatically. It streamlines follow-ups, promotions, and customer engagement, improving efficiency and effectiveness in email marketing.
Hire
Agent Frank,
To Achieve
10x
Pipeline Coverage

Let Agent Frank handle prospecting, outreach & booking meetings while you focus on closing deals!

24/7 Automated Prospecting
Auto-Pilot & Co-Pilot Modes
Fully Customizable Agent
Available in 20+ Languages
Dedicated Account Manager
Shared Slack Channel
Industry Best Practice Implementation