The Systems Strategy

#024: What is Client Onboarding (and why do you need it)?

June 29, 2020

A few weeks ago in episode #20 I talked about how to set up an automated client onboarding system for free (make sure to check it out!). But I really wanted to dive deep into what client onboarding is and why you need it. Knowing the goals of this system and how it can integrate into your business is crucial for having one that really works for you.

To get all the templates, trainings, and tutorials you need to build your own Client Onboarding System, join The Systems Society: https://www.thesystemssociety.com

Podbean App

Play this podcast on Podbean App