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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

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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!

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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:
https://docs.google.com/spreadsheets/d/126wPJFN4nnopA1fPIDS31BkNj_tNrIGnnCQAsDN6i5A/copy

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