Client onboarding is the process by which you welcome new clients and ensure that everything regarding your project is laid out in black-and-white. By having timeframes, ground rules, and contracts planned and agreed upon in advance, you can keep misunderstandings and communication issues to a minimum.
In this article, we’ll talk about what client onboarding is in more detail. We’ll also discuss how it can help your business and offer a few tips for setting up your own system.