Welcome to an all-new Systems Sunday! This month’s theme is “Creating your Onboarding Process.”
Successful customer or client onboarding starts with developing an outline for your entire onboarding process, including what systems you’ll need and how you’ll track results.
In this video, I walk you through a process to create your outline with lots of examples of what this would look like. I also have a handy download to help you document your outline as you go through the steps.
- How to Plan Your Customer’s Onboard Process – Download Step 2 Action Steps
- Why you need customer onboarding in your sales cycle