Onboarding Customers

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After your customer agrees to make that purchase with you and sends a check, they instantly have buyer’s remorse. They might say they are excited but inside they are already questioning their decision.

Those first few bits of communication are vital. You need to maintain the level of help and guidance you did while you were discussing the proposal.

Through this video series you will learn each level of onboarding that I do for every new customer. It is a process that will let the new customer feel better knowing what they need to get started. I have email templates, checklists, and that first, crucial kick-off meeting.


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