Investing in Customer Experience - Step 5: Onboarding New Clients

Journey to $100 Million

English - May 26, 2019 07:00 - 4 minutes - 5.79 MB - ★★★★★ - 16 ratings
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Onboarding is the one step where you absolutely cannot mess up. If mistakes are made, this new relationship you have just formed can get off to a rocky start. Today on Journey to $100 Million, listen in to Kevin as he shares the fifth step in his 11 step process on how you can foster growth in your organization through investing in customer experience.

When onboarding a new client, it is crucial to have an onboarding process in place for each department or team member involved. You must ensure you have really locked in this process, and are constantly are trying to tweak and improve it. There are many different steps you can take to ensure you have a solid onboarding process like scheduling a kickoff meeting, making sure billing is understood, and much more. Listen in on today's episode to find out what other steps you can take to ensure you are properly onboarding new clients.

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Erik Olson is an award-winning digital marketer & entrepreneur. The Founder & CEO of Array Digital, he is also the host of the Journey to $100 Million Flash Briefing and daily podcast, and the organizer of the Marketers Anonymous monthly meetups.

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Kevin Daisey is an award-winning digital marketer & entrepreneur. He started his first company when he was just 23, and is the Founder & CMO of Array Digital. Kevin is the also the co-host of the Journey to $100 Million Flash Briefing and daily podcast, and the co-organizer of the Marketers Anonymous monthly meetups.