Onboarding & offboarding

Thinking about creating a welcome packet for your clients? This post explains when to use one, what to include and how to choose a format that works for you and your clients.

Your potential client is eagerly waiting for your proposal… but you’re putting it off. There’s a risk in putting yourself out there, but these tips will help you navigate ‘proposal paralysis’ and get that proposal created and sent.

The last thing you want is your clients feeling buyer’s remorse. So here are some ways you can use your onboarding process to inspire trust and confidence.

How do you make sure your past clients remember you, without selling to them all the time? Here are 9 easy ways to keep in touch regularly.

These 5 tasks are a great starting point for automating your 1 to 1 client onboarding process, while still keeping a high level of personal touch.

Should you send your clients gifts as a standard part of working with them? And what types of gifts will enhance their experience of working with you?