This course is an agency onboarding template video course which provides a step-by-step guide to onboarding new clients, standardization of the process, improving client satisfaction and retention, and can be used as a template for your agency's onboarding process.
It covers topics such as the exact process of the onboarding period, the phases and steps of working together, measuring results, long-term collaboration, communication and collaboration with the agency, services offered, case studies, technical onboarding, document and information exchange, glossary of terms, and training for the client's employees.
The course concludes with a summary and conclusion of the most important parts of the onboarding process.
In the course worth your time?
Klick in the image below to download the Preview of the first 10 pages of the 48 pages long Agency Onboarding PDF Guide.