Many companies, mine included, send personnel to meet new clients and host onboarding sessions in person. This is an exciting and pivotal time in a new business relationship; your team has poured ...

Opinions expressed by Entrepreneur contributors are their own. Whether you’re a digital agency or a professional services business, client onboarding is a critical process to get right. Nail it, and ...

When done well, onboarding new clients can mark the beginning of a long-term, successful relationship. Done poorly, however, you’ll likely see clients jumping ship and finding yourself where you might ...

An orderly, timely and error-free orientation process for new clients can lay the foundation for long-lasting client relationships. If you do a good job at “onboarding” clients, says Nadira ...

In simplest terms, onboarding is the focused and intentional integration of a client into your practice. Digging deeper, onboarding communicates the norms a client can expect when dealing with your ...

First impressions often have long-term implications, particularly when it comes to getting relationships with new clients off to a good start. In fact, the goodwill that’s created with customers ...