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