Client onboarding
Welcome new clients warmly and set clear expectations from the start.
I want to welcome new clients warmly and set clear expectations from the start.Follow these steps:1. Pull the new client's information from my CRM.2. Check my calendar for available time slots over the next 2 weeks.3. Draft a welcome email with 3 available meeting times and a list of documents to gather before our first meeting.4. Create onboarding tasks in the CRM due over the next 5 days.5. Add a note to the client's CRM record documenting that onboarding was initiated.
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