Outstanding Onboarding

Yay! You’ve got a new client. But now you need to get them started off right. Onboarding new clients is exciting and stressful as you need to ensure your new client feels taken care of, not overwhelmed or experiencing a case of buyer’s remorse.

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.

Here's what Outstanding Onboarding includes:

• 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.)