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Client Onboarding for Productivity Consultants
Client Onboarding for Productivity Consultants
INTRODUCTION: What is Client Onboarding and Why is it Important?
STEP 1: Take Stock
STEP 2: Think Like a Business
STEP 3: Find the Holes
STEP 4: Invest in Solid Systems
STEP 5: Create a Policies & Procedures Manual
STEP 6: Build a Library of Document Templates
STEP 7: Cross Train Your Team
STEP 8: Take a Cue from the Manufacturing Industry
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Client Onboarding Planner for Productivity Consultants
STEP 2: Think Like a Business
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