Created by Maggie Patterson, who has 20+ years of experience in client services, Outstanding Onboarding teaches you how to design a process that wows your new clients from day one.
- Video workshop diving into day-to-day client communications, and how to handle sticky situations.
- A workbook designed to help you map out your onboarding process from start to finish with a focus on ensuring you don’t overwhelm yourself or your new client. Plus, you’ll get three onboarding scripts to take and tweak as you streamline your client kickoff.
- Welcome Kit template in Canva and Google Docs for you to customize with your brand and copy. (Includes swipe copy that you can use as a jumping-off point.)
Here's What You'll Get
★ On-demand video workshop (captioned).
★ Workbook to guide you through designing your outstanding onboarding product, as well as a welcome kit template and scripts for your onboarding.
★ Transcripts and audio version so you can consume the workshop however it works for you.