Discover a Step-by-Step Roadmap for Onboarding New Clients

Duration: 1.6 hours

One of the most important components to building a healthy relationship with a new client is ONBOARDING. In this workshop, you will discover a step-by-step roadmap for successfully onboarding new clients from the initial discovery call and intake right through to your first project. Come learn an effective client onboarding system that will help you to build trust and credibility quickly!
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Course curriculum

  • 1
    Onboarding Your Clients With Excellence
    • Download Course Handout Here
    • Introduction to Onboarding
    • What Onboarding IS and ISN'T
    • The Five Pitfalls of Client Onboarding
    • Creating Your Client Onboarding System - Part 1
    • Creating Your Client Onboarding System - Part 2
    • Creating Your Client Onboarding System - Part 3
    • [PDF] Process Development Chart
    • [PDF Version] Client Onboarding Questionnaire
    • [Google Doc] Client Onboarding Questionnaire
    • [Template] Client Fact Sheet
    • [WORD] Template Start-Up Checklist
    • [Template] Client Start-up Checklist
    • [WORD] Client Welcome Email Template
    • [Template] Client Welcome Email
    • Client Onboarding Tool Guide

Instructor

  • Craig Cannings

    Craig Cannings

    Chief Learning Officer, Freelance University

    In 2008, my wife Kelly and I co-founded Freelance University with the purpose of becoming the #1 go-to training center for Freelancers and VAs from around the globe! As of this year, we have successfully trained over 25,000 Virtual Assistants and Freelancers in more than 75 countries. Kelly and I have had the great privilege of building our Online University while raising our 5 daughters who are the greatest blessings of our lives. I look forward to meeting you and seeing you either in this program or at our University very soon. I leave you with my favorite quote from marketing guru, Seth Godin: "The only worse thing than starting something and failing... is not starting something."
One of the most important components to building a healthy relationship with a new client is ONBOARDING. In this workshop, you will discover a step-by- step roadmap for successfully onboarding new clients from the initial discovery call and intake...

Course Reviews

  • Onboard Course Review

    Esther White

    The course was great and just what I needed. I crammed to get this down pat because I have a new client I need to get this information to. Thank you Freelan...

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    The course was great and just what I needed. I crammed to get this down pat because I have a new client I need to get this information to. Thank you Freelance University.

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  • A Must-Learn for Business Success

    Natalie Carr-Seebran

    The knowledge shared in this workshop, when applied will definitely rank your business as a professional firm.

    The knowledge shared in this workshop, when applied will definitely rank your business as a professional firm.

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  • great

    Diana Schneidman

    great

    great

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  • Cho Wilson

    Read Less

  • Excellent content and presentation

    Aimee Lo

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  • Vicky Jean-Joseph

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  • A solid plan for working with new clients

    Leslie Richards

    This presents a great step-by-step process for creating and delivering a "welcome kit" to clients and also gathering important information before work start...

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    This presents a great step-by-step process for creating and delivering a "welcome kit" to clients and also gathering important information before work starts. Having a good system in place makes me feel confident, competent, and professional.

    Read Less

  • Very Helpful, I was finally able to set up an effective o...

    Jennyfer Moreno Shek

    Read Less