7 Step Client Onboarding Process with Templates | ClickUp
Briefly

Client onboarding is essential for establishing strong relationships with new clients, ensuring they understand the services offered and minimizing churn. A Wyzowl survey indicates that 88% of respondents are more loyal to businesses that prioritize onboarding. The onboarding process can be virtual or in-person, allowing agencies to tailor their approach based on client needs. A robust onboarding experience sets client expectations, prevents scope creep, and leads to positive experiences, ultimately strengthening the brand and boosting profitability.
"A Wyzowl survey found 88% of respondents say they'll be more loyal to a business that prioritizes onboarding and educational content."
"Client onboarding is the process of integrating new clients into a business and establishing a strong and productive working relationship."
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