Hey everyone! I was looking for an onboarding process or checklist on here and wondered if anyone knows where to find one? Most helpful would be a list of all the things to get set up with a new client. Branding things like logos, fonts, colors etc. to passwords, access to accounts, any other questions that I’ve left out. Your help is appreciated! Thank you! T
Hey @teresa we have several –
OFF Boarding a client might be needed too
ON Boarding a Client (SIMPLE Version)
ON Boarding a Client (DETAILED Version)
Let me know if this works for you –
YES!!! @phylliskhare I knew you’d be able to add them! Thanks!
one more - this is a very cool doc that has questions that you ask your potential new client to see if any red flags come up – just putting it here as it has a place in the process of gaining a new client – enjoy – Vital Questions for New Clients - Google Docs
Are these somewhere in here? I wasn’t able to locate by search.
they will be with the new business building tutorials we’re working on now @teresa in the Academy – you can see the ones that are done by clicking Courses in the top nav bar –