12/8/2023 0 Comments Client onboarding checklistThe welcome email is a good time to schedule the next step in the onboarding process - the first onboarding meeting. Thanks again, and if you have any more questions, I’m here to help! □ We’d be thankful if you could get back to us, and we are happy to arrange a meeting at your convenience. However, in order to tailor such a product, we need to hear your feedback. Managing to make at least a tiny bit of difference using, we’ll consider the first step of our journey successful. I know you’re busy, so I’ll cut to the chase - our company’s goal is to deliver a product that you’ll be fully satisfied with. Thanks for signing up to, it’s great having you onboard! □ Take a look at this example of an authentic welcoming email: New Client Onboarding Welcome Email Template Authentic communication will show your client you’re actually happy to have them on board. Tip: Make sure the email is not generic but a thoughtful message sent by a real person. The warm welcome will make the client feel more confident about choosing your company. This way, the client will know exactly what to expect in the days to follow, and they’ll know how things are progressing. So, apart from containing warm welcoming words, this email should indicate what the next steps of the onboarding process will be. You can achieve this by sending a welcome email. You must show your client they are important to you. Follow the new client onboarding checklist.Ĭlient onboarding step #1: Send a welcome email.
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