Onboarding SOP

Debate Time!
I would argue that having a concrete, seamless onboarding process is one of the most beneficial steps that you can take for your business.

Do you #agree or #disagree (let me know in the comments below)?

Hear me out as to why:

You only have 48 hours to impress new clients. The magic starts in your onboarding process as this is the making for a successful client relationship.

Here are some things that you can include in your onboarding SOP checklist:
-Payment information
-An intake form
-How I work document
-Kickoff call information
-Project management setup

With this in place, you can ensure communication is clear and all necessary information is in place!

Send Off:
Promotional: If you can’t clearly define these steps, or if you don’t have an SOP in place for onboarding new clients – you are in the right place. At [Your Company] we specialize in…. CTA to your services

Note: Be sure to insert into the copy any specific offer/promotion/resource that you have in your business pertaining to this topic. Make the copy more unique to you and how you can support your current and prospective clients!

If you would like to make a working copy of this content in Google Sheets where you can make edits in your own document, feel free to use this link:

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